Join Dr. Tamara Nall for coffee-shop-style conversations that explore how AI is transforming our world today. With 25 years in data analytics and a doctorate in AI and machine learning, Dr. Nall creates a welcoming space where the doers, the builders, and the innovators share their stories.
Each episode cuts through technical jargon to showcase AI-powered solutions that are solving real problems across industries. You'll hear from the people who are actually creating these technologies—no fluff, no abstract ideas—just real technology, real impact, and real innovation that expands what we thought possible.
Lead with AI focuses on authentic stories and practical applications. Dr. Nall's conversations highlight the genuine impact of artificial intelligence without the hype. Whether you're an AI expert or simply curious about how this technology is changing our world, you'll walk away thinking: "Wow. I never thought this was possible."
Subscribe to discover how today's innovators are using AI to address challenges, create opportunities, and shape our future.
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Join Dr. Tamara Nall for coffee-shop-style conversations that explore how AI is transforming our world today. With 25 years in data analytics and a doctorate in AI and machine learning, Dr. Nall creates a welcoming space where the doers, the builders, and the innovators share their stories.
Each episode cuts through technical jargon to showcase AI-powered solutions that are solving real problems across industries. You'll hear from the people who are actually creating these technologies—no fluff, no abstract ideas—just real technology, real impact, and real innovation that expands what we thought possible.
Lead with AI focuses on authentic stories and practical applications. Dr. Nall's conversations highlight the genuine impact of artificial intelligence without the hype. Whether you're an AI expert or simply curious about how this technology is changing our world, you'll walk away thinking: "Wow. I never thought this was possible."
Subscribe to discover how today's innovators are using AI to address challenges, create opportunities, and shape our future.
An AI that Reads Client Emotions and Takes Perfect Meeting Notes
Lead With AI
1 month ago
An AI that Reads Client Emotions and Takes Perfect Meeting Notes
What happens when AI can read client emotions while taking perfect meeting notes? In this episode of Lead with AI, Dr. Tamara Nall speaks with Daniel Yoo, founder of FinMate AI, who built an AI platform that listens to financial advisor calls, generates instant summaries, and tracks client sentiment in real-time. As a former TD Ameritrade senior advisor managing $1 billion in assets, Yoo experienced how manual note-taking distracted from client needs and created compliance issues. His AI solution goes beyond transcription with sentiment analysis that identifies client mood changes, helping advisors spot concerns before they escalate. Yoo reveals how his platform proactively deletes all data, setting it apart from competitors who retain client information. For financial advisors drowning in administrative tasks, Yoo demonstrates how AI meeting notes and emotional intelligence can preserve human connection while eliminating operational burden.
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Follow Daniel Yoo
LinkedIn Profile: https://www.linkedin.com/in/smyoo
Email: Daniel@FinMate.ai
Scheduling Calendar:https://zcal.co/danielfinmate
Meeting Booking:https://zcal.co/danielfinmate/finmate-intro
Follow FinMate AI:
Website: https://www.finmate.ai
LinkedIn:https://www.linkedin.com/company/finmate-ai
Lead With AI
Join Dr. Tamara Nall for coffee-shop-style conversations that explore how AI is transforming our world today. With 25 years in data analytics and a doctorate in AI and machine learning, Dr. Nall creates a welcoming space where the doers, the builders, and the innovators share their stories.
Each episode cuts through technical jargon to showcase AI-powered solutions that are solving real problems across industries. You'll hear from the people who are actually creating these technologies—no fluff, no abstract ideas—just real technology, real impact, and real innovation that expands what we thought possible.
Lead with AI focuses on authentic stories and practical applications. Dr. Nall's conversations highlight the genuine impact of artificial intelligence without the hype. Whether you're an AI expert or simply curious about how this technology is changing our world, you'll walk away thinking: "Wow. I never thought this was possible."
Subscribe to discover how today's innovators are using AI to address challenges, create opportunities, and shape our future.
