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1 contribution to RIA Operators
AI Consultants
Looking for AI Consulting recommendations in two areas: 1. Implementation support. We've identified several processes where we think AI and/or automation could help, but we need a partner to actually build and implement, including integration with our existing systems. 2. Enablement and strategy. We want help to: -Train the team to use AI effectively in their day-to-day work, not just a one-time demo -Figure out which tools fit which use cases, ideally from someone vendor-neutral who isn't just reselling one platform -Understand licensing tiers (business vs. enterprise plans, etc.) so we have the right level of data security and privacy in place
1 like • 10h
@James Cantwell @Theo Katsoulis Would either of you be able to point me to any resources re: safeguards and best practices for AI in terms of maintaining data security and privacy? Our small firm is in the early stages of utilizing the technology, but before we get too deep with automation features, connectors, etc. we want to ensure we're moving forward in a responsible manner in regard to client data. Thanks in advance!
1 like • 6h
@Theo Katsoulis Thank you! This is helpful.
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Jessica Tompkins
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@jessica-tompkins-1809
Operations Manager

Active 6h ago
Joined Aug 26, 2026
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