View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
May 29, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Last week, the Financial Times reported UBS has begun using OpenAI and Synthesia to create AI-generated scripts and avatars of its analysts. I spoke with advisors who have also begun experimenting with these tools. Clients find it interesting, said John Stoj of Verbatim Financial, but, "I'm not sure they want Max Headroom giving them financial advice."

Would you ever consider communicating with clients in this way? Let me know — [email protected].

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
Connect with Rob:
 
linkedin
 
 
 
TOP STORIES
 
Technology
 
Will advisors add AI avatars to their communication toolkit?
 
John Stoj Verbatim Financial AI Avatar
 
UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?
 
 
Read the latest in Wealthtech
 
 
 
Michael Kitces joins ADVISE AI 2025 PLUS registration is OPEN!
 
Register today for the industry's can't-miss event.
 
 
 
 
 
You're receiving this email because you signed up for Editorial emails from
Financial Planning.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
360 Madison Avenue, 8th Floor
New York, NY 10017
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebook