Benjamin Felix
speaker
5,943 appearances
22 recordings
1 series
first heard Apr 2026
last heard 4d ago
Benjamin Felix’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 22 in all, peaking in Aug 2026 with 5.
Appearances
Is that kind of what you're talking about?
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The thing that we've most recently created is a thing that takes meeting transcripts and it pairs up those defined strategies with what was discussed in the meeting.
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It asks the advisor to confirm whether that is the thing that was discussed and it assigns a probability.
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So it's like there's a 96% chance this is what you talked about.
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And the advisor can click yes.
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It goes through everything that was discussed in the meeting.
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And now we have exactly what you just talked about: the generic explanation and the client-specific explanation, which can now be synthesized.
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Give him a couple months.
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To speak again to the human element of this, the other thing that we've been doing that's been really interesting is that because we have this database of financial planning strategies that we're using to build this AI system, we also have it in plain text form.
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And as we've been doing acquisitions, having new people join our teams, we're saying, Hey, like who do you think is your top financial planning thinker?
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And we're getting them to go through as a human everything that we have there.
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And it just it keeps getting better and stronger.
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Like you can see, it's really cool.
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We're not at the ambient stage, but we have built the database connectors where we do have a chat bot right now where you can ask it, what are the main concerns of our doctor clients in Ontario over the age of forty two?
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And it'll pull from meeting transcripts and tell us what's coming up for them.
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The ambient idea makes that even more interesting.
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What did the Charlotte Denver redundancy teach you guys?
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The more I hear you guys talk about this and where you see it going, the more it's like, wow, that same financial planning strategy database, we're seeing advisors use that already to train new advisors on what we should be doing.
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And the way that I've described how it affects the financial planning process is that it puts the whole thing on rails, where we know the level of quality that any client is going to get from one of our financial planners is going to be, at a bare minimum, as good as this intelligence that we've built that everybody has.
podcast-host
access to.
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