Finding The Intersection of Human Judgment & Trustworthy A.I. With Gena Graziano
Gena Graziano, integrator at First Steps Financial, discusses how her firm has integrated artificial intelligence into their daily operations to increase efficiency and client advisory value. She details a progression from using AI for simple tasks like writing emails and proposals to utilizing specialized tools like Fireflies for meeting recaps and Scribe for documenting standard operating procedures.
