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Jul 31, 2018

In this episode the host, John Siracusa chats with Catherine Flax, CEO of Pefin (AI financial advisor).  

During their talk Catherine shares a few nuggets, the story behind Pefin and the reason for it’s creation.   The founder Ramya Joseph originally created the company because her father lost his job and they couldn’t afford financial advice during a time when they really needed it the most.  That experience etched the belief with in her that AI can be developed to be an affordable, yet personal financial advisory tool when people want it and need it.  She believes in it so much that she self funded the company and the development of the technology for 6 years.

Catherine was a featured speaker at the recent In|Vest 2018 conference in NYC and it was an honor to host her at our Wall Street studio.

Listen in if you’d like to hear about conviction and development of AI in the financial advisory space.  

John is the host of the weekly "Bank On It” podcast recorded onsite from the CG offices and a highly sought after fintech, VC and financial services industry enthusiast and connector. He’s in the center of the fintech ecosystem keeping current with the ever - innovating industry. 

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