AI promises of growth is alluring. But In finance and tax, getting it wrong can destroys trust and your reputation.
Our recent conversation with David goes into this is more detail.
David is the Founder and CEO of Harness, with a background spanning Bain Capital, private equity, and CFO and COO roles.
He’s spent his career operating in environments where precision, compliance, and judgement actually matter, not just experimentation.
In this episode of The AI Opportunity, Kenny and David unpack what responsible AI adoption really looks like in high risk, regulated domains. They talk candidly about why generic AI answers break down in real financial contexts, how to introduce AI incrementally without alarming conservative users, and where automation genuinely creates leverage for advisors and operators.
If you’re advising clients, running finance operations, or thinking about AI in a trust critical environment, this episode is well worth your time.
Available now on Spotify, Apple Podcasts, and YouTube.