Ep 1. How AI is Transforming Financial Advice

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The Scientiam Show

Nigel Baker

74 episodes

1 week ago

In this podcast we share the knowledge from the minds of finance and business to help you become more informed. Our host Nigel Baker, a 20 year veteran as a Chartered Accountant and Certified Financial Planner, interviews leaders from business, sport and tech industries. All content in this podcast by me and any guests is general in nature, we don’t know your personal situation, so we cannot give you personal advice, so if you require personal advice seek out an independent adviser or message us and we can provide a few names in your local area.

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Ep 1. How AI is Transforming Financial Advice

The Scientiam Show

37 minutes 12 seconds

6 months ago

Ep 1. How AI is Transforming Financial Advice

Episode 1 – How AI Is Transforming Financial Advice: Ethics, Scale & the Future of Advice
with Nigel Baker & Dr Katherine Hunt | The Scientiam Show

Welcome to the first episode of The Scientiam Show. Join co-hosts Nigel Baker and Dr Katherine Hunt as they dive into how technology is reshaping the financial advice industry — creating better outcomes, improving access, and helping advisers scale with impact and integrity.

Join co-hosts Nigel Baker, Founder of Scientiam and CEO of Arch Capital, and Dr Katherine Hunt, global expert in ethics and financial services, as they unpack how artificial intelligence is reshapingthe future of financial advice.

From scalable advice models to ethical AI adoption, discover how technology is empowering advisers, enhancing client trust, and making financial advice more accessible than ever.

🔍 In this episode, we cover:
• The real impact of AI in financial advice
• Why ethics must lead tech adoption in financial services
• Tools and AI note-takers every modern adviser should know
• How firms can scale without losing the human touch
• The rise of client-first, compliance-smart digital advice

🛠️ Featured AI Tools for Financial Advisers:
Otter Meeting Agent MicrosoftCopilot Fathom AINotetaker scribenote.io Notion AI Paradino Filenote.ai Evernote

💡 Stay ahead of the curve.Follow The Scientiam Show for bold conversations on advice, ethics, fintech, and the tools transforming the industry.