In a fascinating exploration of artificial intelligence's role in financial services, Gabe Rissman of YourStake, unpacks how AI technologies are streamlining the advisory process from onboarding to ongoing client management. We delve into the transformative ways AI tackles the industry's most manual and tedious tasks, freeing advisors to focus more on client relationships and strategic advice. Rissman shares insights into YourStake's innovative solutions, including document extraction and AI-assisted portfolio chats, that are setting new standards for efficiency and personalized service in the financial sector.