Topic Interview

Realize the value of building AI-driven fintech and regtech solutions and get practical advice for starting your own AI project.

Read Part 1 of our interview with Eric Powell, founder of RightPlan Financial and the Future Mill, to learn what registered investment adviser (RIA) firms can do for their clients, what it means to build trust, how to leverage technology to manage compliance, and other fun stuff.

In our third interview, Bo Howell speaks with the newest member of Joot, Charles Black, to discuss SEC exams.

Welcome back to the conclusion of our interview between Bo Howell and Cynthia Custer.

Discover how some financial services firms are currently leveraging artificial intelligence and machine learning in fintech and regtech.

Bo Howell concludes his discussion with Charles Black about the DO's and DON'Ts of SEC exams.

Welcome back to our second Joot interview, Part 2 of 2.

Welcome back to part 2 of our interview between Bo Howell and Cynthia Custer.

Learn about Eric Powell's advice for financial advisers in leveraging compliance technology to grow their business and build trust with clients.

Bo Howell continues his discussion with the newest member of Joot, Charles Black, about SEC exams.

Welcome to our second Joot interview, Part 1 of 2 (about 15 minutes).

Welcome to our first Joot interview.