AI meeting notetakers might be great for client meetings to help an advisor focus on conversation while capturing detailed notes, but these benefits come with risks, such as accuracy and data privacy: https://kitc.es/3Vj1Wpg Kitces Nerd Ben Henry-Moreland details how to evaluate the risks when using AI meeting note tools: dictation, summarization and meaning accuracy, as well as data management and privacy issues that advisors need to consider when using them. #advicers
Three rules for using AI notes: 1) Disclose upfront. 2) Review before CRM upload. 3) Treat it like an intern. Helpful but green. Simple, but it prevents the nightmare scenarios.
Founder & Principal at Kibofin Capital | Global Wealth & Investment Strategies | Registered Financial Advisor
2hExcellent insights Michael, AI meeting tools can be a double-edged sword. They free up mental bandwidth for deeper conversations, but as you point out, accuracy and privacy risks mean advisors must treat them more like allies with guardrails than infallible assistants. It reminds me of what’s happening at the corporate level with Nvidia: they’re not just adopting AI, they’re building an ecosystem fortress where risk is contained, and competitive advantage compounds. That’s the difference between simply using tech and owning the moat it creates. I broke down how Nvidia is engineering this fortress-like model here 👉 https://youtu.be/dMzFdHvL564 Do you think advisors could eventually build their own “fortress models” by combining AI efficiency with human trust, just like leading firms are doing at scale?