Financial Advisers Build In-House AI Systems as Yellowtail Founder Spends 2 Years on Coaching Tool

3 articles · Updated · Professional Adviser · Jun 12

Financial advisers are moving past using AI for meeting notes and admin, with some now building bespoke systems and workflows inside their own firms.
Dennis Hall, founder of Yellowtail Financial Planning, said he has spent the past two years developing an AI-powered coaching and behavioural analysis system for use within his business.
The project began after the pandemic, when Yellowtail was recording client meetings and Hall started exploring whether those interactions could train a more tailored advice and coaching process.
The shift suggests the industry’s AI debate is evolving from whether advisers should adopt the technology to how far they can use it to redesign their operating models.

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