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2. Inside the Code: What It Takes to Build AI Integrations
Manage episode 505716971 series 3687546
المحتوى المقدم من Mike Shannon and Danny Shannon. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mike Shannon and Danny Shannon أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Everyone’s talking about AI note-takers. But the real question is what happens next.
In this episode, Mike and Danny pull back the curtain on integrations, the quiet but critical infrastructure that makes an AI operating system actually work for advisors. From APIs that act like drawers you can only open if you’ve earned trust, to security audits with Google and Zoom, to the “rat’s nest” of data in Salesforce, they unpack what it really takes to turn unstructured chaos into structured signal.
This episode is for advisors and RIA leaders who are ready to turn scattered data into usable intelligence, reduce time wasted in messy CRMs, and understand some of the technical foundation needed to scale with AI.
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