Most AI conversations in wealth management focus on efficiency.

This one is about something harder: growth without breaking trust.

In this episode of AI for Advisors, Eden Ovadia, founder of FINNY, shares how he’s building a modern, AI-native experience for financial advice — while staying grounded in the reality that trust is still the product.

The conversation explores why most AI growth strategies feel inauthentic, how younger users actually want to engage with financial advice, and why the next generation of advisor experiences may look completely different from today’s model.

If you’re thinking about AI purely as a productivity tool, you may be missing the bigger shift.

Key Takeaways:
• AI doesn’t replace trust — it amplifies it (or destroys it)
• Growth in financial services is shifting from distribution → experience
• Younger users expect real-time, contextual engagement
• Most advisor tech is built for firms — not end clients
• The winners will balance scale + authenticity

Chapters:

00:00 – Intro & Eden’s background
04:12 – What FINNY is building
09:30 – Why most AI in finance feels inauthentic
15:05 – The real role of trust in AI-powered advice
21:40 – How younger users want to engage
28:10 – Scale vs personalization
35:25 – Why advisor tech misses the end user
42:50 – What good AI experiences feel like
50:15 – The future of financial advice
57:30 – Closing thoughts

Learn more about FINNY:
https://finny.ai