Vega Minds | AI Associate Advisor

Get an inside look at Vega with our Co-Founder & CEO, Alex Mathé-Cathala. See Vega in action as a powerful chat assistant, email assistant, and meeting assistant. #AI #FinancialAdvisors #AdvisorTech https://lnkd.in/eXYQyTVc

RIA Edge West kicks off today in Marina del Rey! ??? If you’re here, swing by and say hi! As the product person, I’m here to chat about our upcoming features, discuss all things tech, and how we’re using AI to make life easier for advisors. Let’s connect! #RIAEdgeWest #WMEDGE

I'll be showcasing Vega this Thursday at around 11:30 AM. Hit me up if you're in Vegas! ? Vega Minds | AI Associate Advisor x Arizent

Time to reflect on an incredible experience at Future Proof Our first year at Future Proof truly exceeded expectations! From interactive demos to breakthrough meetings and invaluable conversations with industry experts, the past few days have been transformative for Vega Minds | AI Associate Advisor. The feedback and compliments we received were not only insightful, but also reaffirmed our mission to deliver the future operating system for advisors. The Vega team is already back to work to keep building your AI Associate Advisor. See you next year ?? #FutureProofFestival #ai #financialadvisor

?????? The Past 2 Weeks at Vega ?????? I love this team Vega Minds | AI Associate Advisor. We’re still an early-stage startup, but somehow, the founder (me) is already irrelevant? I mean, I think so? We’ve shipped faster than ever in the past 2 weeks, and I contributed, like, zero? So yeah, I guess I’m irrelevant? ***????????’?? ???????? ???? ???????? ?????? ?????????? ???????????? ????????*** ?? Sampled 4 out of 9 food trucks at Future Proof with Jeffrey Richter, ate New York cheesecake at Beau Wirick, CFP?'s, and shared a 16” pizza with Christopher K. Griffith, CFP?, CPWA? and Henry Wheelwright, CFP?. ?? Wrote 10 lines of bad code that got axed by Product Boss Hugo Castalan during code review (for the better). ???? Got knocked out of commission for almost a week after one of my teeth *literally* shattered mid-flight (yeah, that happened). ?? Gave no more than 10 demos in total. ***??????, ????????’?? ???????? ?????? ???????? ???????????? ??????*** ?? They gave ~40 demos. Hosted our company dinner with ~100 advisors in attendance. Onboarded ~50 trial users (shoutout to Future Proof the ROI on our booth is high you should jack up prices I’m kidding please don’t). ?? Released our new website: www.vegaminds.com. ?? Released a smart calendar agent that integrates with Google & Outlook emails (including your Calendly, OnceHub, and GReminders links) – paving the way for full integration with those 3 scheduling tools. ?? Dropped a cleaner UI for our meeting page, rolled out smarter, topic-based transcript search. ?? Released a compliance review agent that flags potential SEC issues in meeting or email communications and suggests best practices. ?? Added new Bloomberg authors to our news agent. ?? Launched a new home dashboard (in beta, released Sunday night to avoid interruptions). ?? And a bunch of other cool stuff, but let’s keep this readable (like our upcoming HubSpot integration… stay tuned). I’m happy we’re not VC-backed, resolutely. If we were, a pragmatic VC would already try to replace me, probably by my very own sister Jeanne Mathé-Cathala, who’s smarter, cuter, cheaper, and doesn’t waste time writing goofy LinkedIn posts. But hey, the family war hasn’t happened yet, so I’ll be here for the next post as """CEO""" (quotation marks warranted).

Future Proof is over already. It was vibrant, it was loud, it was draining! And the team at Vega Minds | AI Associate Advisor had a blast last night at the Vega Poolside Dinner. We thank all our fantastic guests!!! You made our reception a very honorable complement to this unrivaled festival. We had 94 friends over, that's a 1.71% market share given FP's 5,500 attendees... Not bad given that our HQ has a cap at 1.72%! Round 2 next year, same week, same place, same sun, let's hit 1.72% ???

"Leveraging Generative AI To Write Stuff!" is going to be one of the coolest panels I've ever gotten to moderate. ?? Happening next week in Las Vegas at the first-ever #AdviseAI conference by Financial Planning, I'll be taking the stage alongside Susan Theder, Mary Kate Gulick, and Tim Bickmore, CFP?, CPWA?. Each one of these experts bring SO many insights and golden nuggets that our audience will walk away with, including: ? A curated list of some of the best AI tools for content marketing ? The #1 way to fail with AI (and how not to) ? How to strike a balance between originality/scalability when writing with AI ? The exact prompt to use so AI can tell you your "content style" ? and live walk-throughs for our audience If you're headed to AdviseAI, I hope to catch up with you there! Whether you'll be tuning into this session, Michael Kitces's fireside chat with Suzanne Siracuse, or our technology demos featuring: Jump - Advisor AI TIFIN Sage YourStake BILL Zocks | AI for Advisors LemonadeLXP Vega Minds | AI Associate Advisor Invent CogniCor Technologies This is an industry event you CANNOT miss. AI isn't slowing down, but there's still time to catch up. ?? See you in Vegas!

Another one close to home for the Vega Minds | AI Associate Advisor team! Just three short weeks after Future Proof in Huntington Beach, where we hosted a private event (literally at home!) with nearly 100 advisors, we’re headed to RIA Edge West in Marina del Rey from October 7 to 9. Excited for another fantastic Wealth Management EDGE conference! #RIAEdgeWest #WMEDGE

Vega Minds | AI Associate Advisor is next... ?? I was sold after their demo at Future Proof - the team is top notch too.

??? The third episode of Ensombl on Tour: Growth Series is LIVE! ?? Day 3 of Future Proof took us deep into something we rarely think about but definitely should—our digital afterlife. If you’ve ever wondered what happens to your accounts, data, and digital assets when you’re gone, this one’s for you. Event Highlight of Day 3: A massive shoutout to Nico Teynie and the Vega Minds | AI Associate Advisor team for inviting us to the most amazing taco dinner—poolside! ???? While the food and drinks were spectacular (as you can see below), Adele Martin and I also recorded this episode right there at the event - apologies in advance for the background noise, but we just had to get this content out to you! ??? By the way, Vega Minds is one of the fantastic AI tools showcased at the conference. ?? It goes so far beyond the usual AI tricks like turning calls into file notes—it’s mind-blowing! Fingers crossed we can get it working in Australia. I’ll keep you posted! Session Highlight of Day 3: One of the most eye-opening sessions was "Managing your Clients' Afterlife in the Cloud", with Janet Levaux, Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP?, and David Haughton, JD, CPWA? . ??? Have you ever thought about what happens when someone passes away and we need a thumbprint to access the one app that holds all their financial info, and it’s only on their phone? ?? We all have so many accounts these days—logins for every service under the sun. But when we’re gone, how do our loved ones get in when they can’t even access our emails? This session was a real wake-up call. There’s so much more to think about beyond our wills—how will our digital assets be handled? Who will have access? And did you know you can set a legacy contact for accounts like Google and Facebook? ?? It’s time to start planning for what happens in the digital space when we’re not around. So, have you thought about how your own digital assets should be handled after you’re gone? Who would have access to them? Drop your thoughts below! ???? Catch all the insights from this session and more in the Ensombl on Tour: Growth Series! ???? Listen here: https://lnkd.in/g_gSKc-6 #EnsomblOnTour #FutureproofFestival #DigitalAfterlife #FinancialPlanning #VegaMinds #Podcast