Moneyball.ai’s Post

AI and Wealth Management - What can we learn from the US? AI seems a force in wealth management and an interesting article by Joshua Brown on some exciting AI startups: In summary: AI tools are set to become as ubiquitous as email in advisory firms. 💡 The Startup Solutions: Jump - Advisor AI: Revolutionizes time management with AI-driven note-taking. Artificial Intelligence Risk, Inc.: Offers secure, risk-focused AI solutions tailored for financial advisors. FINNY: Optimizes client acquisition processes through sophisticated AI screening. ARQA: Converts documents into actionable data with precision. Assetlink: Streamlines connections between asset managers and advisors. 📈 The Benefits: - Enhanced Efficiency: Automates mundane tasks, freeing advisors to engage in strategic planning. - Improved Client Engagement: Enables a focus on high-value advisory activities. - Strengthened Compliance: Helps data security and regulatory adherence. For the UK wealth management sector: a new potential aid for efficiency, client acquisition, and competitive advantage. #WealthManagement #AI #Fintech #FinancialAdvisors #Innovation #FutureOfFinance

Can't believe it is already Dreamforce season!! Take a look at this super helpful Salesforce Ventures guide to Dreamforce that curates all the panels, workshops and many other initiatives. Download the guide below ⬇ https://lnkd.in/gPqAHwUM

Ahead of attending my first-ever (!) Dreamforce this year, our team put together this handy guide for founders and entrepreneurs. It curates the best of Dreamforce: must-watch panels, inspiring speakers, and tips from the Salesforce Ventures on how to maximize your time 🤝 Download your copy today 👇 , and I'll see you at Dreamforce!

Check out the full episode in the comments bellow!

Just finished reading REWORK by Jason Fried and David Heinemeier Hansson and for someone who has been a founder, it was an eye opener. Loved this for the following reasons: - Brutally honest. Cuts through the rif raff. - Simple, easy to read. I finished it in two days (I am not a fast reader) - Touches on all essentials of starting a business (not a startup - IYKYK 😀) P.S. - did not use AI to write or refine this post. #startingbusiness #SMB

What's wrong in crossing the street blindfolded ? Absolutely nothing ! Infact its quite common to see such images in real life where some Founders embark on fundraising, totally blindfolded. They prefer to learn it the hard way ! If you ask us, we would rather empower Startups with tools that will help founders remove their Blindfolds when it comes to Fundraising. We have created a Fundraise Readiness Report - an AI Powered Fundraise readiness report , part of curation as a service that lets founders upload their decks, upload questions and fortify themselves with queries, data, objections, rebuttals, risks, upsides BEFORE they start meeting Investors. Here is a link which helps founders answer : Kya Aapke Startup mein Dum Hai ? https://lnkd.in/dQQJSS9d If you would like a One on One Founder discussion, call, please use this link : https://lnkd.in/deFbbqqb

💡Insights from the Pathways to Tech Event at Headstarter AI : Dustin Beadle (Director at Lattice, Ex-Director AMD): Don’t underestimate the power of cross-functional skills and effective communication. Embrace imposter syndrome, but don’t let it hinder your growth. Asking insightful questions and truly listening can set you apart. Logan Havern (CEO of DataLogz): If you’re struggling with pitching, remember Logan’s journey—93 pitches in 4 months, leading to $12M in funding. Initiative and perseverance are your best allies. Nabeel Alamgir🦄 (CEO of LunchBox): True leadership involves learning from your mistakes and staying authentic. Nabeel’s rise from a challenging background to raising $100M in VC funding is a powerful reminder of resilience. Shariar Kabir & Miguel Acero (Ruby Card - YC W23): Failures aren’t the end; they’re learning opportunities. Persistence can open doors, even through unexpected challenges. Hackathons and side projects can be game-changers. Noteworthy sayings : -"Don't oversell yourself, be honest". -"If you're looking for a startup idea, pay attention to your daily routine. You don't need to go out of your way and make life difficult to invent some tech product. Avoiding difficulty isn't the 'lazy' option". #Leadership #Entrepreneurship #Tech #Inspiration

This is going to be a great talk about why you are not a millionaire, based on my 45-years in industry. Seating is limited, but if need be, I may be able to arrange for a bigger conference room. Let me know. https://lnkd.in/gCquhRyd #Millionaire #Startup #SiliconValley #Analytics #MedicalStatistics #Statistics #Strategy

Welcome Matt Hunckler In this episode, Logan Jones and Evan Knowles sit down with Matt Hunckler, the entrepreneurial mind behind Powderkeg – a platform connecting developers, investors, and employers in tech hubs outside of Silicon Valley. Matt shares his journey of starting the platform, the growing probability of tech opportunities in the Midwest, and the importance of cultivating an inclusive community in a tech ecosystem. We also delve into the resonating importance of adopting cutting-edge technologies like AI. The conversation winds up with some candid entrepreneurial advice and explore the realities of work-life integration in the startup world. Watch or listen now using the link below! #entrepreneur #technews #businesssuccess

PitchBob Founder Dmitry Maslennikov has recently shared his view and forecast on how Gen AI is transforming startup development and VC markets 😮 Check out the fresh publication by New York Tech Media where Dima shares: - His predictions on the future of startup development and VC funding - The way AI impacts the field - PitchBob product vision and AI components More insights via the link: https://lnkd.in/dvmZ6XMT