AI Reality Check: What Advice Tech Can Learn from Big Tech Missteps
Description
This week on The WealthTech Insider, Danni and Pete dive into the AI hype cycle — and why the gap between flashy announcements and real-world impact matters more than ever for advice firms and tech providers.
Using Apple’s recent WWDC as a launchpad, they explore what happens when expectations soar and delivery stumbles — and what smaller players can learn from it. From voice assistants that still don’t listen, to CRMs that try too hard, it’s a candid conversation about usability, adoption, and the actual value of AI in advice.
Plus, they unpack fresh insights from the latest Technology Health Check survey:
What are firms really expecting from AI? Are they prepared for it? And is “just being useful” enough?
In this episode:
Why delivering less (but better) wins in advice tech
What your firm’s AI readiness really looks like
Why invisible, intuitive tools beat bold but baffling ones
What advice firms should expect — and ask — from their software
How to avoid building features no one asked for
Whether you’re building tech or buying it, this one’s packed with practical insights, a few laughs, and a healthy dose of perspective.
https://finuragroup.com/tech-health-check/
Peter Worn
Danni Le Grande
Finura Group
United States
