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5d (edited) β€’ 🎧 Podcasts
Ep 31. So what should AI be used for... and what should it not be?
Shatterpoint is the AI-native operating system for modern wealth teams - automating onboarding, portfolio analysis, and client reporting so advisors can scale trust, not headcount.
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Joe Moss
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Ep 31. So what should AI be used for... and what should it not be?