Michael Todasco is a Visiting Fellow at the James Silberrad Brown Center for Artificial Intelligence at San Diego State University. He previously served as Senior Director of Innovation at PayPal and holds over 100 US utility patents. Michael earned his MBA from UC Berkeley's Haas School of Business and a Master of Fine Arts from Johns Hopkins University. His work focuses on the intersection of artificial intelligence, payments, identity, biometrics, and blockchain technologies.

AI is transforming how businesses operate, but many leaders have yet to embrace its full potential. While companies acknowledge the need to adopt AI, many executives delegate exploration to their teams rather than using the technology themselves. How can leaders integrate AI into their workflows and empower their teams to do the same?

According to AI expert Michael Todasco, business leaders must actively engage with AI to understand its capabilities and limitations. He recommends that executives personally experiment with tools like ChatGPT, provide their teams with access, and encourage knowledge sharing through dedicated discussions. By incorporating AI into everyday workflows such as sales strategy, performance reviews, and personal productivity, leaders can drive innovation while fostering a culture of curiosity and collaboration.

In this episode of The Customer Wins, Richard Walker interviews Michael Todasco, Visiting Fellow at San Diego State University, about AI’s impact on business and leadership. Michael shares how AI can optimize workflows, improve decision-making, and revolutionize education through personalized learning. He also dispels common misconceptions about AI, offering practical advice for leaders looking to stay ahead in an AI-driven world.

Brian Thorp is the Founder, CEO, and Editor-in-Chief of Wealthtender, the industry's first SEC-compliant online review platform for financial advisors and a leading independent financial advisor directory. Under his leadership, the company has become a vital resource for half a million consumers annually, helping them connect with knowledgeable financial advisors. Before founding Wealthtender in 2019, Brian had a successful 22-year career with Invesco, where he led a team managing wealth management firm partnerships with over $100 billion in assets. He is also an active angel investor who enjoys working with entrepreneurs to help them grow.

In a world filled with financial uncertainties, having a reliable source for guidance is crucial. With so many options available, how can you determine where to begin your search for a trustworthy financial advisor?

Brian Thorp, an experienced financial services professional, provides a solution to these questions by offering an SEC-complaint online review platform for financial advisors. He shares how he created his company to help Americans reduce money stress by connecting them with qualified financial advisors. He explains how he designed the platform like other trusted directories, such as those for doctors or lawyers, but uniquely focuses on financial advisors. Brian discusses how his firm is working to enhance transparency by allowing consumers to read verified reviews of financial advisors. The conversation also delves into the importance of matching specific client needs with advisors with the right expertise, whether handling equity compensation for tech professionals or offering hourly financial planning services.

In this episode of The Customer Wins, Richard Walker interviews Brian Thorp, Founder and CEO of Wealthtender, about creating transparency in the financial advisory industry. Brian discusses how Wealthtender reduces money stress for Americans, the spectrum of clients the firm serves, how it enhances advisors' online reputations, and the impact of AI on Wealthtender's content and search visibility.

Peter Dun is the Co-Founder and CEO of Feathery, a company specializing in developing form-building solutions for developers and product teams. At Feathery, he leverages cutting-edge AI and no-code technologies to provide wealth managers with flexible and personalized onboarding tools that seamlessly integrate with their tech stack. With a background that includes degrees in artificial intelligence from Stanford University and previous roles such as Growth Lead at Robinhood, Peter has been instrumental in driving innovation in form automation and client onboarding processes.

As financial institutions seek to enhance their client onboarding processes, the integration of a flexible and customizable tool presents a compelling opportunity. Streamlining the customer experience without sacrificing unique branding and established workflows is essential for maintaining competitive advantage. Leveraging artificial intelligence, how can organizations innovate their account opening procedures, transforming them into a more efficient and personalized journey for customers?

Artificial intelligence expert, Peter Dun, uncovers how his no-code, low-code platform equips wealth managers with the agility and control needed to design a client onboarding experience from scratch or customize existing workflows. Drawing from his background in AI, he discusses how this platform streamlines account opening processes and intelligently processes documents, adding a new layer of efficiency for financial advisors. Peter brings insights into the power of no-code tools and the thoughtful application of AI in specific business contexts, providing a glimpse into the future of customer-focused platforms.

In this episode of The Customer Wins, Richard Walker interviews Peter Dun, Co-Founder and CEO of Feathery, about enhancing client onboarding through innovative technology. Peter discusses how Feathery automates wealth manager client onboarding, its unique flexibility in account opening solutions, the no-code versus low-code platforms, and Feathery's capabilities in document intelligence and AI utilization.