About this episode

Brent Williams discusses his transition from financial advisory to claims automation and the impact of AI on the industry.

Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a human-centered approach to technology. Learn more about Benekiva: https://benekiva.com Tune into TAS for additional episodes: https://thatannuityshow.com

People in this episode

Guest: Brent Williams

Topics covered

• claims processing
• AI in finance
• technology transformation
• financial advisory
• data management

Keywords

• claims automation
• legacy systems
• fragmented data
• human-centered technology
• financial advisory

Mentioned in this episode

Organizations: Benekiva, Nassau Financial Group

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