Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Saving Time with AI in Finance

31 Dec 2024 · 0 min

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Richard Canfield (speaker) explains that coupler technologies in fintech benefit both consumers and advisors. He emphasizes that using AI as a "co-pilot" returns time to creators and advisors, primarily serving as a time-saving mechanism that also helps build relationships and create connections that might not have formed otherwise.

I think that's one of the really cool things about the coupler technologies. It's not just for the consumer, but the advantage for the consumer is equally the advantage for the advisor and the amount of time. One thing we talked about, the advantage of having AI as your co pilot is really the time that you get back what you're creating as an entity, as a in this fintech space is really a time saving mechanism more than anything else. It's helping build the relationships and creating a relationship connection that probably wouldn't have otherwise worked.