In the ever-evolving landscape of financial planning, technology plays a pivotal role in providing efficient and personalized services. As financial planners strive to stay ahead in a digital age, the integration of artificial intelligence (AI) tools becomes imperative. These tools not only streamline operations, but also enhance the client experience. In this article, we will explore five AI technology tools that can significantly elevate a financial planner's digital storefront, including use of video.
In this ever-evolving landscape, these tools may change a day, a month, or a year from now, but here are five tools that are changing how advisors make video content in 2023!
Descript—Descript can serve as the only tool you need to write, record, transcribe, edit, collaborate and share your videos and podcasts. It has four major functionalities:
1. Edit video by editing text: Descript transcribes your video and lets you edit it the way you’d edit a document.
2. AI voice cloning: Creates an ultra-realistic AI voice clone and generates text to speech in seconds.
3. Studio-quality sound in one click: Removes background noise and polishes up audio instantly with the Studio Sound tool.
4. Green screen effect: Removes your video background and places your subject anywhere in one click.
Synthesia—Don’t want to be on camera yourself? With this tool, you can turn your text into videos in minutes. You can get natural-sounding AI voices in 120+ languages. You will also be able to make your videos more engaging with 140+ AI avatars. Editing is as simple as with a slide deck, and no experience is required.
Cast Magic—Do you have a podcast? You can use this tool to transcribe your episodes. It can also create show notes with timestamps and topics—all done instantly. This technology can create short summaries of what is discussed in the show, broken out by each speaker. The tech will help translate your content to social media as well with X (formerly Tweet) threads, Linkedin posts, quotes for clips, hooks, calls to action (CTAs) and more.
Opus.pro—Do you see those fancy TikTok or YouTube shorts and wonder how you might be able to build them yourself? This tech will take long-form video and turn into bite-sized content. Their AI analyzes your video to identify the most compelling hooks, extracts relevant and juicy highlights from different parts of your content, and seamlessly rearranges them into cohesive short videos.
Repurpose.io—Do you find juggling all the different social media platforms challenging? This tech provides a repurposing and distribution platform for video and audio creators. It makes it easy to automate your content workflow: one post, multiple platforms.
The integration of AI technology tools into a financial planner's digital storefront is no longer a luxury, but a necessity in today's competitive landscape. From audio to video content, these tools not only streamline operations, but also enhance the client experience by providing personalized, efficient and secure financial services. As financial planners embrace these technologies, they position themselves at the forefront of the industry, ensuring long-term success in the digital era.
Always remember to use compliance best practices when creating content and note that there are many tools on the marketplace. These are just a few examples found through a due diligence process. This piece is not an endorsement of any product or service and is not an ad or paid campaign.
Lindsey Lewis is the director and chair of the American College Center for Women in Financial Services.