The Future of AI in the Advisory Profession

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About This Episode

The biggest trend in the advisory profession over the last year was the integration of AI into practices. Using generative AI for finance allows advisors to enhance their efficiency across multiple areas of their business, letting them do more with less. Increasing their productivity in investment management allows them to spend more time with their clients, and AI – which can reveal relevant news items for advisors – gives them natural touch points to reach out to their clients more often.

About Our Guest

Joshua Pantony is a co-founder and CEO of – an artificial intelligence company that brings advanced machine learning tools to institutional investors and financial advisors.

Since starting in 2017, the company has helped dozens of investment managers – whose AUM totals over $3 trillion – implement machine learning in their portfolios. Prior to founding, Josh was a principal machine learning engineer at Bloomberg for four years. At Bloomberg, he helped start and build numerous critical machine learning initiatives including ranking, recommendation, question and answering, crowdsourcing, and knowledge graphs. He also acted as a consultant on numerous initiatives across the company and helped build several machine learning teams.

As a student at the University of Waterloo, Josh co-founded his first company, Maluuba, a deep-learning natural language processing company. At Maluuba, he built the earliest prototype, recruited the entire machine learning team, and oversaw general technology development from four people to a 30-person company. He has eight patents, all of which are core Maluuba IP. Maluuba was later bought by Microsoft.

Show Notes

Here are some links to learn more about Josh and

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