Harvey AI has gone from newborn startup to an $8 billion juggernaut in just 31 months. But behind the headlines sit harder questions: opaque pricing, patchy adoption, defensive founders, and a conservative profession wrestling with risk.
Danni and Pete cut through the noise to explore what this means for financial advice firms — from realistic ROI to cautious experimentation and the increasing need for human oversight. Less hype, more sense-checking, and a reminder that AI is useful… but it’s not magic.
Danni and Pete cut through the noise to explore what this means for financial advice firms — from realistic ROI to cautious experimentation and the increasing need for human oversight. Less hype, more sense-checking, and a reminder that AI is useful… but it’s not magic.