Jonathan Michael’s Post

Discover how broker-owners can leverage AI to effortlessly identify and attract top-tier agent recruits. We explore innovative insights and automated updates that help streamline the recruiting process, ensuring you never miss out on talent again. Join us on this game-changing journey! #aiinrealestate #BrokerOwnerTools #AgentRecruitment #realestateinnovation #RecruitingStrategies #datadrivendecisions #AutomatedUpdates #techinrealestate #growthmindset #SmartRecruiting

Discover how broker-owners can leverage AI to effortlessly identify and attract top-tier agent recruits. We explore innovative insights and automated updates that help streamline the recruiting process, ensuring you never miss out on talent again. Join us on this game-changing journey! #aiinrealestate #BrokerOwnerTools #AgentRecruitment #realestateinnovation #RecruitingStrategies #datadrivendecisions #AutomatedUpdates #techinrealestate #growthmindset #SmartRecruiting

Good post from Stakeholder Labs about how AI can be used in investor relations. Public companies are the most immediate opportunity, but private equity and real estate syndicators should start thinking about this. AI can answer common deal questions faster than a PowerPoint, especially arcane details in the private placement and operating agreement. Google's Notebook LM is a good place to try it yourself in five minutes. Just upload your PPM and OA, and ask it questions. #privateequity #realestateinvesting

Investor Relations websites, especially sections like FAQs, often feel like a box to check. But they don’t have to be. These pages are a chance to give shareholders the information they're looking for, with thoughtful, timely details that build trust. On top of that, accurate, well-structured FAQs are crucial as more investors use AI tools to gather insights. By keeping this info updated and clear, you're ensuring AI pulls the most reliable data about your company. 🔗 Follow these best practices: https://lnkd.in/eW-7rnVX

What is the quickest and easiest AI win for Financial Planners, right now? 🤔 I'm back with co-host Rob Harradine from Ammonite to bring you a Financial Planner Life fintech special. 🙌 This week we discuss all things Gen AI, with Joseph Twigg the CEO of Aveni a must-have AI Assistant for financial planners! And... Craig Baraclough from Finovation Consulting - a firm dedicated to helping financial advice firms unlock the power of #fintech to boost productivity, efficiency, and profitability. We dissect how AI is not just revolutionising finance but becoming an indispensable co-pilot for advisers, enhancing their productivity and ensuring stringent compliance. 👌 Craig's expertise shines as he walks us through the transformative effects on back and middle office functions, while Joseph gives us a glimpse into AI's potential to bridge the advice gap, allaying fears that technology might eclipse human jobs.✅ The conversation turns technical yet remains accessible, exploring the critical importance of clean data and the challenges that smaller businesses face in this data-driven world. We confront the phenomenon of 'hallucinations' in AI, the need for domain-specific models in a tightly regulated industry, and the significance of a robust data strategy that turns potential into power. 🤖 From retrofitting cutting-edge AI into legacy systems to grappling with who bears responsibility for AI's outcomes, we navigate the murky waters that modern companies must sail through.  ⭐️ And we don't stop there—our gaze stretches to the horizon, contemplating the ethics of neural implants and AI's role in the future of human communication. Links in the comments below! #financialadvice #financialplanner #financialadviser #financialplanning

The best financial advisors in the industry use AI to scale their client relationships. Here’s how they do it: First off, clients don’t just want occasional check-ins, they want: - proactive updates on their accounts,  - progress made quarterly or annually, - and responses to individual queries Using AI, firms can proactively send annual emails to people detailing exactly what’s going on and the progress made that month or year. And they can also respond to questions much quicker, because all the data is readily available at their fingertips. Advisors leveraging AI tech know exactly what their clients initial goals were, can recall all the concerns raised during the last meeting, and know what life events are coming up. Because they have all this data in their systems, they can quickly scan the personalized items for each client and send them out immediately. These efficiency gains allow financial advisors to scale reliably, even as they bring on new staff. But the best part – advisory firms of every size can now deliver a personal touch to their clients, regardless of how many households they manage. This level of service was previously only achievable by the highest-end family office firms. What other use cases do you see for AI in finance? #ai #finance #financialadvisor #realtimecommunication

The best financial advisors in the industry use AI to scale their client relationships. Here’s how they do it: First off, clients don’t just want occasional check-ins, they want: - proactive updates on their accounts,  - progress made quarterly or annually, - and responses to individual queries Using AI, firms can proactively send annual emails to people detailing exactly what’s going on and the progress made that month or year. And they can also respond to questions much quicker, because all the data is readily available at their fingertips. Advisors leveraging AI tech know exactly what their clients initial goals were, can recall all the concerns raised during the last meeting, and know what life events are coming up. Because they have all this data in their systems, they can quickly scan the personalized items for each client and send them out immediately. These efficiency gains allow financial advisors to scale reliably, even as they bring on new staff. But the best part – advisory firms of every size can now deliver a personal touch to their clients, regardless of how many households they manage. This level of service was previously only achievable by the highest-end family office firms. What other use cases do you see for AI in finance? #ai #finance #financialadvisor #realtimecommunication

🤝Struggling as a Financial Advisor to manage your daily tasks? We've got some incredible tips for you! From prioritizing important tasks and setting clear goals to using planners and AI tools, these tips will make your work easier and more efficient. Excited to start your journey as an LIC Agent?🤝 Contact Naveen Chaudhary (SBA) 820-936-7285 #LIC #FinancialAdvisorTips #TaskManagement #GoalSetting #ProductivityHacks

I’ve been deep in the workers' comp field for a while, and the bottlenecks are familiar: managing claims, navigating compliance, assessing risks. As a data scientist, I’m seeing how AI is transforming the field. 🧠 It’s not just about retrieving data anymore. AI is 𝗽𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲𝗹𝘆 𝘀𝘂𝗿𝗳𝗮𝗰𝗶𝗻𝗴 insights, automating repetitive tasks, and helping teams collaborate seamlessly. Imagine systems where loss history or employee risk factors come to you, integrated into your everyday tools, offering suggestions for the next steps—whether that’s drafting a settlement proposal or sending an audit trigger. 𝗔𝗜 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗮𝘀𝘀𝗶𝘀𝘁𝗶𝗻𝗴 𝗮𝗻𝘆𝗺𝗼𝗿𝗲—𝗶𝘁’𝘀 𝘁𝗮𝗸𝗶𝗻𝗴 𝘁𝗵𝗲 𝗹𝗲𝗮𝗱. #riskinsurtech #workerscomp #aiinclaims #generativeai