{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5ab6fe42bb6ddf45527e077e/690baa51317c91fd9a8fd570?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"FinMate AI with Daniel Yoo | E402","description":"<p>In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the various challenges the company has faced, the hyper-competitive market, and how they plan to differentiate themselves by providing a custom, service-oriented approach rather than a purely scalable software solution. Daniel also shares his insights on the evolving landscape of AI in financial services and emphasizes the importance of realistic, honest conversations within the industry.&nbsp;</p><p>Tune in to learn more about the future of AI in financial advising and how FinMate AI aims to stand out in a crowded field.</p><p><br></p>","author_name":"Jason Pereira"}