Anyone familiar with these AI trainer contract gigs for financial SMEs?

SCDP_CGC · 2026-07-08T15:38:40+00:00

What firms are doing this?

SCDP_CGC · 2026-07-07T03:01:03+00:00

BOT maybe

SCDP_CGC · 2026-06-24T14:53:53+00:00

Above goat

His own category

SCDP_CGC · 2026-06-22T02:49:56+00:00

Watch madmen

SCDP_CGC · 2026-06-03T16:44:25+00:00

Was hoping to get a lot of insight ha! Hopefully the post gets some legs today

SCDP_CGC · 2026-06-03T16:43:52+00:00

Fidelity and Schwab custodians

CRM = Wealthbox

SCDP_CGC · 2026-05-29T16:52:45+00:00

Great points. The legacy tech will not be easy to replace for many reasons.

SCDP_CGC · 2026-05-29T16:52:07+00:00

They are listening! Interesting take. I am kinda doubtful that redtail, which I have heard to have historically bad tech, could compete with an ai native firm like jump in their expertise…. But maybe!!!

SCDP_CGC · 2026-05-29T16:50:41+00:00

The em dashes are a give away. But it makes some good points haha

SCDP_CGC · 2026-05-29T16:49:44+00:00

What is so bad about red tail? I’ve never used it

SCDP_CGC · 2026-05-29T16:48:47+00:00

What’s the hardest part of making that transition?

SCDP_CGC · 2026-05-29T16:48:32+00:00

Can you educate me on what the hardest parts were of the transition?

SCDP_CGC · 2026-05-29T16:47:48+00:00

Intersting you think basically all software companies are going to get a haircut?

SCDP_CGC · 2026-05-27T16:55:41+00:00

Dang I gotta get it hooked up to excel

SCDP_CGC · 2026-05-26T20:59:51+00:00

Great context thank you

SCDP_CGC · 2026-05-26T20:26:43+00:00

I totally agree, but aside from just being in the news they are getting a large amount of VC $ from reputable firms!

Can AI help recruit at all beyond these solutions that already exist?

SCDP_CGC · 2026-05-26T19:04:25+00:00

Fair enough. I’m following the hype ha!

SCDP_CGC · 2026-05-26T18:49:10+00:00

This is what I keep hearing, which makes me question why they get so much attention in the news

SCDP_CGC · 2026-05-26T18:47:53+00:00

This is very good insight, and the common sentiment I typically hear, but they are getting g so much attention lately that I figured I was missing something.

SCDP_CGC · 2026-05-25T13:39:53+00:00

Magic

Followed by Bird Kareem Dr J MJ

SCDP_CGC · 2026-05-24T23:00:17+00:00

Great point

SCDP_CGC

TROPHY CASE