From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)

Financial Planner Life Podcast - A podcast by Sam Oakes

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In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning. Discover how SJP’s 2030 vision is being built around: Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs from hours to minutesChat SJP: An internal GPT-style assistant that delivers fast, accurate, compliant answers to technical questionsAgentic AI: Th...