AI and Technology: A chat with Dr. Jimmy Godard

The financial services industry is ripe for disruption. AI and technology will be revolutionizing the way that financial professionals will work in and on their businesses.

While there are potential benefits for advisors and bankers, there are also risks associated with compliance and data management. Professionals in the industry must stay adaptable and proactive in their training to remain relevant, and a well-functioning office is crucial to support team members and service their clients.

Join me as I chat with Dr. Jimmy Godard on LinkedIn Live about how AI and technology is revolutionizing the financial services industry.

How will AI will disrupt financial services with potential risks and opportunities?

  • AI will help to supercharge investment and lending areas.
  • Automation, chatbots, and data analysis is being introduced to the banking sector, but compliance and data management must be optimized for privacy.

What changes are happening now:

  • The speed and accessibility of credit approvals is already being powered by AI-powered algorithms.
  • Peer-to-peer lending and crowdfunding platforms will disrupt traditional lending models.

How can personal bankers and financial advisors use technology and AI?

  • “Play” with AI tools at home for your own personal benefit. Try to use AI for market research and ask for ideas about how to improve networking.

How can financial professionals stay relevant in a rapidly changing industry?

  • Financial professionals should learn technical skills like coding, data analysis, and interpretation to stay ahead of AI disruption.
  • FinTech literacy and cyber security awareness are essential for professionals to remain relevant.

For executive coaching, visit https://www.globalcompasshub.com/

For sales and marketing training, visit www.punchmedia.ca/elite

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About Leslie Hughes

Leslie Hughes is a LinkedIn Optimization Specialist, LinkedIn Top Voice, and Corporate Trainer with over 25 years in digital marketing. As the Principal of PUNCH!media and author of "CREATE. CONNECT. CONVERT," Leslie helps executives elevate their LinkedIn profiles to attract clients and generate leads. Named a LinkedIn Top Voice in 2024, Leslie was called a "Social Media Guru" by CBC Radio and was featured on CTV’s “The Social” discussing how to manage your digital identity. Leslie has been working in digital marketing since 1997 and founded PUNCH!media in 2009. Recognized as an expert in LinkedIn optimization, AI-driven marketing, and digital identity management, her clients include top organizations like Investment Planning Counsel and Franklin Templeton. Ready to elevate your LinkedIn profile and transform your marketing strategy? Learn more at www.punchmedia.ca