The financial services firm of the future looks very different than ones of the past.

The core difference is that a modern financial services firm must have an AI research lab at the heart of the company.

The AI research lab is focused on building technology to serve clients, rather than only hiring as many people as possible.

The mantra is “automation over headcount.”

Once you have the technology interface to solve client inquiries and problems, you begin serving various financial services (asset management, insurance, mortgages, credit cards, banking, etc) to these clients.

This is our strategy at $BRR.

We use Silvia to automate financial insights for tens of thousands of investors who have connected over $60 billion of assets to the platform.

Then we announced Silvia Asset Management (private funds, SPVs, and ETFs). Eventually we want to push into the other financial services over time.

The key is having a leading AI research lab at the heart of the company.

We have proven we can outperform the frontier labs in important areas like tax and I expect we will continue to win in other verticals.

Combining cutting edge AI technology with the reliability of traditional financial services is a simple formula.

We are working hard every day to make it a reality.