June 17, 2024
Technology, especially artificial intelligence (AI), is making increasing inroads into the day-to-day work of financial services professionals. How will this shift impact the future of the industry?
In this episode of our Shares podcast, host Jared Trexler speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr.AI. Couplr recently announced a partnership with The College to offer College alumni free access to its platform, which endeavors to match advisors to their ideal clients. Trexler and Notman discuss their respective visions for where the profession is headed and the role of technology in making The College’s mission of benefiting society a reality.
Derek Notman, CFP® is a dad, world traveler, and fintech rebel dedicated to fixing our relationship with money using AI (and flip-flops). He is a global nomad and loves adventure in all forms, as well as being a husband and father, car enthusiast, aspiring surfer, and skydiver. He is also an award-winning financial advisor, including a recognition as NAIFA Leading New Advisor, and is the founder and CEO of Couplr.AI: a business dedicated to using data science to tackle client acquisition and orphan client problems in the investment and insurance industries. He co-hosts the Rethink Financial Advice Podcast and loves connecting with and meeting new people.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
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