Mitchell Bratina is the Founder and CEO of FinTurk, an AI-native CRM built specifically for financial advisors to automate workflows and deliver more personalized client experiences. A former wealth advisor, he previously helped manage more than 300 client relationships and over $1.1 billion in assets. Mitchell is a CFA charterholder and holds a bachelor's degree in computer engineering from Iowa State University. He combines his financial advisory experience with software engineering expertise to build technology that reduces administrative work and gives advisors more time to serve clients.

Advisors are under growing pressure to deliver personalized service while managing time-consuming data entry, meeting preparation, follow-up, and disconnected technology. At the same time, clients increasingly use AI to research financial questions and expect faster, more informed responses. How can advisors use AI to become more efficient without sacrificing judgment, compliance, and meaningful client relationships?

Mitchell Bratina, a financial advisor turned technology entrepreneur specializing in AI-powered advisory software, recommends using AI to support rather than replace human judgment. He explains how AI-native systems can automate routine tasks, translate natural language into deterministic workflows, and help advisors customize technology around their individual practices. Mitchell also encourages advisors to respond quickly to AI-generated client questions, uncover the underlying concerns behind those questions, and use conversations to reinforce their value as trusted teachers and advisors.

In this episode of The Customer Wins, Richard Walker interviews Mitchell Bratina, Founder and CEO of FinTurk, about the future of AI-native technology for financial advisors. Mitchell discusses AI guardrails and compliance, systems design and vibe coding, and the use of AI to strengthen advisor-client relationships.