Fintech Impact

In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process more human through technology.Episode Highlights:00:47: Andrew takes the lead to describe Lydia's vision. He portrays Lydia as an empathetic AI collaborator, designed to improve advisors' interactions with clients for better outcomes. He emphasizes the project's humanistic approach, highlighting the ambition to use technology not as a replacement but as an enhancer of human capabilities. This vision challenges conventional fears about technology undermining human roles.04:12: Both Brian and Andrew narrate their personal and professional journeys, leading up to their collaboration on Lydia. Their stories emphasize the value of cross-disciplinary insights in creating sol