The AI Data Privacy Risk Financial Advisors Ignore with Daniel Yoo скачать в хорошем качестве

The AI Data Privacy Risk Financial Advisors Ignore with Daniel Yoo

In this episode of the Global Risk Community Podcast, we dive into "The AI Data Privacy Risk Financial Advisors Ignore." Join host Boris Agranovich as he speaks with Daniel Yoo, founder and CEO of FinMate AI, an AI-powered note-taking assistant designed exclusively for financial advisors. With years of experience managing $800 million in client assets and expertise in AI development, Daniel brings a unique perspective to the critical intersection of risk management, cyber security, and sustainability in financial services. We discussed the ticking data privacy time bomb in financial service technology, the risks of using generic AI safeguards, and why proper data deletion policies are vital. Daniel shares insights into the sensitive information captured during client meetings, the challenges of balancing innovation with regulatory compliance, and the misconceptions surrounding AI scalability in finance. He also highlights red flags risk managers and compliance officers should watch for when evaluating AI vendors. If you want to be our guest or suggest a guest, send your email to info@globalriskconsult.com with the subject line "Guest Proposal." 🌐 Join our community for even more insights: Online Community: https://globalriskcommunity.com/ LinkedIn Page:   / globalrisk-community   LinkedIn Group:   / 3701313   Academy platform: https://globalriskacademy.com/courses/ #ai #dataprivacy #financialadvisors #riskmanagement #technology CHAPTERS: 00:00 - Introduction 01:10 - Daniel's Background 02:24 - Data Privacy Risks in Financial Technology 08:06 - FinMATE AI Adoption Trends and Industry Direction 09:19 - Red Flags for Risk Managers Evaluating AI Vendors 10:25 - Misconceptions in AI and Finance 12:12 - Key Takeaways from the Interview 12:56 - Additional Questions for Daniel 13:06 - Seeking Partners in Europe 14:25 - Thank You, Daniel