The FCB - Dani Fava, Envestnet

Fintech Coffee Break

Nov 20 2023 • 24 mins

Hi guys, welcome to the Fintech Coffee Break. I'm your host, Isabelle Castro. This week, I joined Dani Fava, Group President of Product Innovation at Envestnet, for my coffee break to talk about the promise of generative AI for financial advisory.
With AI being one of the topics of the year for finance, I wanted to ask her how she sees the technology impacting financial advisors and the customers they serve. Particularly, I wanted to get her thoughts on the mistakes and hallucinations Gen AI users come up against and how the space will develop while facing potential regulatory shifts.

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