The AI Data Privacy Risk Financial Advisors Ignore with Daniel Yoo
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The AI Data Privacy Risk Financial Advisors Ignore with Daniel Yoo
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About this listen
In this episode of the Global Risk Community Podcast, we dive into "The AI Data Privacy Risk Financial Advisors Ignore." Join host Boris Agranovich as he speaks with Daniel Yoo, founder and CEO of Finmate AI, an AI-powered note-taking assistant designed exclusively for financial advisors.
With years of experience managing $800 million in client assets and expertise in AI development, Daniel brings a unique perspective to the critical intersection of risk management, cyber security, and sustainability in financial services.
We discussed the ticking data privacy time bomb in financial service technology, the risks of using generic AI safeguards, and why proper data deletion policies are vital.
Daniel shares insights into the sensitive information captured during client meetings, the challenges of balancing innovation with regulatory compliance, and the misconceptions surrounding AI scalability in finance. He also highlights red flags risk managers and compliance officers should watch for when evaluating AI vendors.
If you want to be our guest or suggest a guest, send your email to info@globalriskconsult.com with the subject line "Guest Proposal."