In conversation
Why AI is the MFD's calming agent, not their replacement
"AI shouldn't pick funds. It should remember every promise you've made to every client."
How a small Bengaluru distributor used a private LLM to build the equivalent of a 24/7 paraplanner.
Q. What does your AI stack actually do?
It summarises my call transcripts, drafts the follow-up email, and surfaces every promise I've made to a client over the last 18 months. That's it. It doesn't talk to clients. It never will.