In our Season 5 finale, we welcome Nick Eatock, CEO of intelliflo.

Nick shares insights on how intelliflo leverages AI and his approach to integrating it within the business. Tune in for an insightful conversation on innovation and the future of AI in financial technology!

Show notes:

https://nextwealth.co.uk/events/ai-lab/

In Season 5, Episode 7, Heather and Alasdair are joined by Gary Abela, Co-Founder & CCO of Re:LoA. Gary introduces us to Re:LoA, sharing its purpose and impact, along with a companion video featuring an in-depth product demo.

Show notes:

https://www.nextwealth.co.uk/nextwealth-insights-episode-7-season-5-insidereloa/

https://www.amazon.co.uk/AI-Superpowers-China-Silicon-Valley/dp/132854639X

https://www.canva.com/en_gb/

In Season 5, Episode 6, Heather and Alasdair sit down with Alan Gurung, CEO and Co-Founder of AdvisoryAI. Alan shares the story behind AdvisoryAI, its mission, and how it’s transforming the financial services industry. He also dives into practical applications of AI and provides a 10-minute product demo to showcase its capabilities.

(Watch the demo via the link in the show notes!)

Show notes:

https://www.nextwealth.co.uk/nextwealth-insig…-season-5-ai-lab/

Episode 5 takes a unique twist! This time, Heather and Alasdair let AI take the spotlight. Using Notebook LM, Google’s AI-powered research assistant, two AIs discuss our newly released Financial Advice Business Benchmarks Report. Based on a survey of over 300 financial advice professionals conducted this summer, the report offers valuable insights for the advice community. Tune in to hear what the robots have to say about the findings!

In Episode 4, Heather and Alasdair are joined by Adrian Hopgood, an emeritus professor of intelligence systems, to discuss AI applications. Hopgood explains the evolution of AI, emphasising the shift from specialist, declarative AI to generative AI. He highlights the importance of AI in healthcare and its application across various industries, while also addresses the environmental impact of AI carbon footprint.

Links from this episode:

https://podcasts.apple.com/gb/podcast/ai-and-health-part-one-drgpt-will-see-you-now/id508376907?i=1000656422070

 https://www.green-algorithms.org/

https://www.routledge.com/Intelligent-Systems-for-Engineers-and-Scientists-A-Practical-Guide-to-Artificial/Hopgood/p/book/9781032126760

https://adrianhopgood.com/⁠ 

https://www.bcs.org/ 

http://www.bcs-sgai.org/⁠ 

In Episode 3, Heather and Alasdair explore the cutting-edge world of AI with guest speaker Kapil Ram Bhatia from Salesforce. Discover how Salesforce is revolutionising tech for financial advice and wealth management firms, and get an insider’s perspective on the future of AI in the industry.

In Episode 2, Heather and Alasdair dive deep into the world of AI in wealth management with Jonathan Stubbs from LIFT-Financial. They uncover how AI is transforming the industry today, explore its future potential, and discuss the hurdles of implementation.

Links from this episode:

https://podcasts.apple.com/us/podcast/the-ai-assisted-organisation-with-implement-ai/id1694738741

https://www.nextwealth.co.uk/events/ai-lab/

In this episode of AI and its current use in wealth management, future potential, and challenges in implementation, hosts Heather and Alasdair sit down with Peter Beardsmore from SS&C to explore the cutting-edge intersection of AI, machine learning, and wealth management. Peter, an expert with direct experience in financial advice and technology, shares SS&C's unique insights into how these innovations are transforming the financial services industry.

Links from this episode:

https://www.the-coming-wave.com

https://www.youtube.com/watch?v=MX6aQcrt6r4&t=3s

In this trailer, Heather and Alasdair highlight the significance of AI, share insights from our AI Lab event, and explain why you should tune into this podcast series.

Episode 11 of Season 4 is the final episode in this series. In this episode, you will hear a panel session from NextWealth Live discussing consolidation and its implications. Caroline Hawkesley, UK Managing Director at Progeny, Dean Proctor, CEO at 7IM, and Jonathan Polin, CEO at Atomos, answer questions from the audience and talk about their business strategies.

Stay tuned for Heather and Emma's thoughts on this discussion afterwards.