“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
AD
Ashley DeSteiger
Financial Advisor Success ·
“We are working on confidence level of the AI so we can give you feedback… if you withhold information… it will be more negative”
Christoph Gomez · Data, AI & Beyond - The Podcast · Building at AI Startup from scratch with Christof Gomez
Play from 50:18
50:18
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What was described
provide an AI strategic advisor that shows a confidence level for each recommendation based on identified knowledge gaps
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“Many of us now are able to use some level of AI to record the meeting… it helps you as the advisor stay intentional and present with the client.”
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Julie Johnson
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“The knowledge graph really provides developers with structured educational data… what students are expected to learn… and how these skills build upon each other”
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Said on This Week with EdSurge
“Shopify's AI Chat agent… answers questions about products, sizing, shipping, returns… it uses your catalog and your policies and your knowledge base.”
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Steve Hutt
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