Ventures in WealthTech

ChatGPT, Artificial Intelligence, and WealthTech

Marshall Smith Season 1 Episode 8

We all have been a part of the big debate… you know .. the one between AI and the human touch. The two things we know for sure is that data will never be outdated, and humans will never go out of style. So where does that leave us? And what do we do with all the data at our fingertips? We sat down with First Rate Managing Director of Data Services, Emily Traxler, to discuss the history of AI, the importance of understanding it’s value as well as use cases in each market, and how having a ‘human in the loop’ can be the true differentiator when determining the impact to clients and overall business objectives.