AI Reality Check: What Advice Tech Can Learn from Big Tech Missteps

This week on The WealthTech Insider, Danni and Pete dive into the AI hype cycle — and why the gap between flashy announcements and real-world impact matters more than ever for advice firms and tech providers.

Using Apple’s recent WWDC as a launchpad, they explore what happens when expectations soar and delivery stumbles — and what smaller players can learn from it. From voice assistants that still don’t listen, to CRMs that try too hard, it’s a candid conversation about usability, adoption, and the actual value of AI in advice.

Plus, they unpack fresh insights from the latest Technology Health Check survey:
What are firms really expecting from AI? Are they prepared for it? And is “just being useful” enough?

In this episode:

• Why delivering less (but better) wins in advice tech

• What your firm’s AI readiness really looks like

• Why invisible, intuitive tools beat bold but baffling ones

• What advice firms should expect — and ask — from their software

• How to avoid building features no one asked for

Whether you’re building tech or buying it, this one’s packed with practical insights, a few laughs, and a healthy dose of perspective.

https://finuragroup.com/tech-health-check/

Peter Worn

Danni Le Grande

Finura Group