EP 142: DEMYSTIFYING AI AND THE FUTURE OF ADVICE WITH HELENA WARDLE FOUNDER MONEY MEANS

Episode notes

In this episode of Dave and Dharm Demystify, the 2 D's sit down with Helena Wardle, a Chartered Financial Planner and founder of the fintech Money Means, to explore how technology is transforming financial advice. Helena explains her motivation for building AIDA, an AI-powered digital advisor designed to make quality financial guidance accessible to people who traditionally couldn’t afford it. She discusses the challenges of creating technology that isn’t just functional but genuinely supportive, conversational, and capable of replicating the empathy and understanding that clients expect from a human advisor. The discussion covers some of the hottest topics in financial services today: Why expert-trained AI models can handle not just processes and compliance, but also the relational side of advice. How regulation, liability, and accreditation will need to evolve as AI steps into roles once reserved for humans. The emotional side of money and why understanding client behaviour is as important as the numbers. The potential for AI to support collaboration across professions, from solicitors to accountants, creating a joined-up “team of digital advisors” around the customer.

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