Expanding the Agentic AI use case, with Daniel Yoo (Finmate AI)
The team that pioneered AI-powered workflows for financial advisors are now sharing their knowledge of agentic AI systems with the industry as a whole. If you've played around with Claude Code, you'll know how much you can now do with just an idea and some well-thought-out prompts... but you'll also know that there are still limits. Building a bank-ready system requires more than just code; it needs experience, and that's what they can bring.
Finmate AI is at home on the internet at, not surprisingly, https://finmate.ai/
They're also on LinkedIn at https://www.linkedin.com/company/finmate-ai/
Look for Daniel there, too, with one of the cooler profile pictures on the site: https://www.linkedin.com/in/smyoo/
I'm there, too, at https://www.linkedin.com/in/brendanlegrange/
Please also follow, share, and talk about the show using https://www.linkedin.com/company/how-to-lend-money-to-strangers/
Oh, and if you remember Suren Rastogi from episode 174 of this show, the Kickstarter for Burnout is ending this week. Already oversubscribed many, many times over, this is your chance ot snap it up at launch prices.
Other friends of the show include:
https://www.ogmara.com/ (customised risk management and analytic consulting)
https://www.ontap.co.za/pages/hoedspruit-store-details (for all your Hoedspruit-based bathroom needs)
https://flatwhiteorfoff.com/ (ask for anything other than a flat white, the answer is in the name)
https://www.joinhumoni.com/ (helping international students find accommodation, work, and financial services on day one)
https://www.haboomoney.com/ (making collections personalised, flexible and intelligent)
https://beetlesense.ai (AI-powered day one pest detection for forestry)
And since you like podcasts, I also co-create hAIghtened senses with Christo van Zyl, in which looks at the intersection between human senses and technology (and this week, flying cars)
Keep well, Brendan
This episode was set up by Sabrina Campbell from PodcastTalentForYou, if you'd like to get onto shows like mine, reach out to her at sabrina @ podcasttalentforyou.com