Episode Number: 125

Ep 125: Exploring the Boundaries of AI Technology with Angel Gonzalez

Ep 125: Exploring the Boundaries of AI Technology with Angel Gonzalez

July 26, 2023 - Matt Reiner

On this episode of Bridging The Gap, Matt is joined again by Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, to dive deeper into the fascinating world of AI and the capabilities of ChatGPT.

Angel shares how he uses ChatGPT as a thought partner, assistant, and idea creation generator in his daily workflow. We talk through what ChatGPT means for the future of technology and human creativity, and how we can harness the potential of AI without sacrificing our unique perspectives.

We talk through how AI and ChatGPT are helping to bridge the gap between man and machine, and how we can leverage this for the wealth management industry. 

Learn more about how we’re incorporating AI to help advisors: snappykraken.com/bridging-the-gap

Angel D. Gonzalez Bio:

Angel D. Gonzalez is one of three founders and currently serves as Chief Marketing Officer for Snappy Kraken, overseeing the company’s brand, voice and content strategy. His big focus is in copywriting, marketing strategy, content creation, and product development. Angel spends a big part of his days connecting the different pieces of marketing campaigns and collaborating with his team.

“Our team is more like a rock band. We play our individual instruments, and we play well together. There are a couple huge benefits to thinking this way: First, it keeps our ego in check so we can collaborate easily and create something bigger than any of us could do on our own. And it reminds us that we have an obligation to inspire an audience and include them in the fun.”

Prior to founding Snappy Kraken with Robert and Brad, Angel was co-owner and founder of a digital agency which provided small businesses with website redesigns and marketing strategy. Along the way, Angel has served as a digital marketer and Director of Marketing for a financial marketing company.

“Marketing isn’t about one-off attempts at getting attention. You have to think in campaigns. You have to sweat upfront and be deliberate about all of the moving parts. But who has the time for that, especially if you’re running your own practice or serving clients? That’s why we built Snappy Kraken.”

Angel is practically a nomad. He resides mostly in Airbnb rentals near good food and large bodies of water. He loves techie gadgets, music, and movies…but he’s an obsessive freak when it comes to books. 

Timestamps From This Episode

[00:00:26] Angel talks through AI’s history, pre-ChatGPT, and future discussion.

[00:06:25] Angel shares how new technology brings hype and opportunities but will eventually become integrated and boring.

[00:09:21] Angel shares how he uses ChatGPT to drive efficiency.

[00:11:30] Angel shares how ChatGPT is a helpful writing tool.

[00:16:05] Angel talks through the enhanced email capabilities with AI suggestion features.

[00:18:55] Angel discusses the rise of content creation and how it’s flooding the market.

[00:22:29] Angel shares how he values authenticity and utilizes prompts effectively with ChatGPT.

[00:28:43] Angel talks through how ChatGPT simplifies tasks, uses hypotheticals, and avoids personal info.

[00:31:16] Angel discusses how future technology improves and becomes ingrained in workflow.

[00:35:00] Angel shares how his work has been revolutionized by technology but the transformation has been gradual over time.

[00:38:12] Angel talks through how innovation requires diverse ideas coming together.

[00:43:29] Angel shares how he uses AI for a competitive advantage and differentiation.

[00:47:01] Angel discusses how technology won’t replace everything.

 

More Content For Financial Advisors and Wealth Management Firms

Subscribe, rate, and review Bridging The Gap here.

 

About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

Follow Matt on Social

Latest Episodes

Ep 262:Why Your AI Isn’t Delivering ROI

The reason most AI pilots fail isn't the technology — it's the execution. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the theme running through all of them is the same one I keep coming back to: change...

Ep 261: What Happens after the AI Hype?

  The gap between what AI can do and what most firms are actually getting out of it isn't a technology problem — it's a process problem. In this episode of The FutureProof Advisor, I explore why so many firms are stuck in what I call pilot purgatory:...

Ep 260: Q&A: Why Successful Firms Struggle to Innovate

There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the thread running...

Ep 259: AI Isn’t Killing Jobs. It’s Creating a New Economy.

  The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happening in the labor market, why the current moment looks more like...

Ep 258: AI Doesn’t Create Value. Your Process Does.

  The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the first place. In this episode of The FutureProof Advisor,...

Listen to the Latest Podcast

Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

HOST