MM Talks: Agentic AI: What Financial Advisers Need to Know Now

In this episode of MM Talks, Kimberley Dondo, Tom Browne, and Dan Cooper are joined by Rory McLaren, Chief Technology Officer at Dynamic Planner, to explore the rapid evolution of artificial intelligence in financial services.

They discuss practical uses like hyper-personalised reviews, the importance of prompts and clean data, governance and evaluation standards, regulatory concerns, and the need to keep humans in the loop to maintain expertise and avoid unintended risks.