2. Inside the Code: What It Takes to Build AI Integrations
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
2. Inside the Code: What It Takes to Build AI Integrations
-
Narrated by:
-
Written by:
About this listen
Everyone’s talking about AI note-takers. But the real question is what happens next.
In this episode, Mike and Danny pull back the curtain on integrations, the quiet but critical infrastructure that makes an AI operating system actually work for advisors. From APIs that act like drawers you can only open if you’ve earned trust, to security audits with Google and Zoom, to the “rat’s nest” of data in Salesforce, they unpack what it really takes to turn unstructured chaos into structured signal.
This episode is for advisors and RIA leaders who are ready to turn scattered data into usable intelligence, reduce time wasted in messy CRMs, and understand some of the technical foundation needed to scale with AI.
No reviews yet