The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

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The Agent of Wealth

The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo

August 29, 2025 • Marc Bautis • Episode 260

AI is transforming wealth management – but what does that really look like for financial advisors and their clients?

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-powered solutions.

In this episode, you will learn:

The real-world problems FinMate AI solves – and why note-taking was the first challenge tackled.
The importance of privacy and security in AI, and how FinMate approaches data retention.
Where AI is already proving valuable in wealth management, from meeting summaries to market signal analysis.
And more!

Tune in to discover how AI is reshaping the advisor-client relationship and what’s next for AI in financial services.

Resources:

Episode Transcript & Blog | FinMate AI | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call