Feb. 23, 2026

RIA Collective: Sam Sova | AI Coworkers Are Changing Advisory Firms

RIA Collective: Sam Sova | AI Coworkers Are Changing Advisory Firms

AI is everywhere in financial services, but most advisors are only scratching the surface. In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Sova, Co-Founder of Subatomic AI, to explore how artificial intelligence is moving beyond basic tools and becoming a true collaborative partner inside advisory firms. Sam shares how RIAs can use AI to unify data across CRMs, custodians, portfolio platforms, email, and communication tools. The result is fewer manual tasks, more...

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AI is everywhere in financial services, but most advisors are only scratching the surface.

In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Sova, Co-Founder of Subatomic AI, to explore how artificial intelligence is moving beyond basic tools and becoming a true collaborative partner inside advisory firms.

Sam shares how RIAs can use AI to unify data across CRMs, custodians, portfolio platforms, email, and communication tools. The result is fewer manual tasks, more efficiency, and the ability to break through growth ceilings without adding headcount.

Together, Charlie and Sam discuss:

  • Why AI is at a “1995 moment,” similar to the early internet
  • How advisors are losing more than 40% of their time to tasks AI can now handle
  • Why meeting preparation is one of the biggest hidden time drains in advisory firms
  • How AI coworkers can automatically generate agendas, insights, and recommendations
  • The future of personalized client journeys and proactive touchpoints
  • How Subatomic approaches security, compliance, and transparency for RIAs
  • Why AI is not about replacing people, but about doing more with the same team

Sam also explains how Subatomic helps firms save hundreds, and in some cases thousands, of hours per year. That time can be reinvested where it matters most: relationships, trust, and growth.

This episode is especially valuable for:

  • Independent advisors and RIAs
  • Firms hitting a growth ceiling
  • Advisors curious about AI beyond note-taking tools
  • Leaders planning for the next decade of advice

🎧 Watch now and subscribe to RIA Collective for conversations that help independent advisors grow, adapt, and lead the future of financial advice.

Connect with Sam Sova
🌐 Subatomic AI: https://subatomic.ai

Connect with Charlie Van Derven
🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/

Chapters
00:00 – Why this episode is different
03:00 – AI’s “1995 moment”
07:45 – Where advisors lose the most time
11:00 – AI-powered meeting preparation explained
15:30 – Unifying data across advisor technology stacks
19:00 – Security, compliance, and transparency
22:30 – The future of AI coworkers in RIAs

WEBVTT

00:00:16.399 --> 00:00:19.976
Thank you for joining me on another episode of RIA, a Collective.

00:00:19.976 --> 00:00:22.166
I'm your host, as always, Charlie van Derven.

00:00:22.446 --> 00:00:26.016
We're going in a little bit of a different direction with with this particular episode.

00:00:26.332 --> 00:00:41.781
Where those of you who have listened in the past, typically what we do is we're helping advisors transition into an independent space increase the trust in the industry, where I think that fiduciary role within an RIA certainly is impactful for some of the trust issues that financial services suffers.

00:00:42.182 --> 00:00:47.712
Today we'll go in a little different direction because I met a gentleman along the way named Sam Sova.

00:00:47.942 --> 00:00:48.841
Sam, welcome.

00:00:49.292 --> 00:00:49.597
Thanks for having

00:00:49.597 --> 00:00:49.716
me.

00:00:50.246 --> 00:00:51.266
Yeah, you got it, man.

00:00:51.266 --> 00:00:57.957
So Sam runs a a company called Subatomic ai, and from what I can tell, there's some tools out there in the industry.

00:00:57.957 --> 00:01:02.646
Of course, it's in its infancy but there's some AI tools in the industry that are doing some things.

00:01:02.646 --> 00:01:04.176
Sam, jump Zox.

00:01:04.176 --> 00:01:09.016
Those are, some of the call recording and CRM integrations that we see a lot of.

00:01:09.426 --> 00:01:14.887
You've taken it a little bit beyond, beyond what I'll call the tip of the iceberg with those tools.

00:01:15.227 --> 00:01:22.681
And, I don't know, from what I can tell, saving advisors hundreds of hours a year dozens of hours a month and meeting prep.

00:01:22.681 --> 00:01:25.201
That's an exciting use case scenario.

00:01:25.201 --> 00:01:34.111
And so I just wanna dive into that and, make our listeners aware of some of the front edge, front end tools that are out there, I should say, front edge tools that are out there because you guys are leading the way.

00:01:34.111 --> 00:01:35.132
Very much sam.

00:01:35.621 --> 00:01:36.312
Welcome, man.

00:01:36.312 --> 00:01:40.002
I do appreciate you spending some time with us and our listeners at RIA Collective.

00:01:40.481 --> 00:01:40.752
Yeah.

00:01:40.752 --> 00:01:41.831
Thanks again for having me, Charlie.

00:01:42.102 --> 00:01:42.882
Yeah, you got it.

00:01:42.882 --> 00:01:45.312
And we come from the same stomping grounds before we hit record.

00:01:45.312 --> 00:01:47.621
We were talking about cold, but Sam's in Wisconsin.

00:01:47.621 --> 00:01:52.871
I grew up in Wisconsin, so I don't think we talked about it, but maybe we got some Green Bay packer affiliation.

00:01:52.871 --> 00:01:54.132
Hopefully not Chicago bears,

00:01:54.181 --> 00:01:55.007
yes, absolutely.

00:01:55.331 --> 00:01:55.961
Packers

00:01:55.961 --> 00:01:56.352
all the way.

00:01:56.801 --> 00:01:57.551
Very good, man.

00:01:57.551 --> 00:01:58.002
Very good.

00:01:58.002 --> 00:02:02.141
I don't know if I told you on our call, Sam, I brought a packer player to third grade show and tell.

00:02:04.371 --> 00:02:05.752
I have a story for you too.

00:02:05.752 --> 00:02:09.641
I actually Ray Nitschke watched me and my friends in first grade play football.

00:02:10.032 --> 00:02:10.391
That's my story.

00:02:10.806 --> 00:02:11.016
Very cool.

00:02:12.246 --> 00:02:15.456
My first job outta a college, and we're gonna go quick through this 'cause I want to get into subatomic.

00:02:15.456 --> 00:02:23.197
My first job outta a college was at a Radisson Inn in Green Bay, which is where all the personalities in town would stay when they came for NFL games.

00:02:23.197 --> 00:02:27.187
And and got a chance to meet Ray Tke shortly before he passed away.

00:02:27.647 --> 00:02:32.687
And a whole bunch of Packer players and all the NFL people like John Madden and Pat Summerall that would come through town.

00:02:32.687 --> 00:02:33.287
And so anyway,

00:02:33.467 --> 00:02:33.887
love that.

00:02:33.887 --> 00:02:35.266
I was extremely starstruck.

00:02:35.266 --> 00:02:39.917
I think, I'd be more starstruck over that than than a Hollywood celebrity not Absolutely.

00:02:39.917 --> 00:02:41.057
It's just my bias in life.

00:02:41.236 --> 00:02:41.567
Awesome.

00:02:41.567 --> 00:02:41.807
I'm

00:02:41.807 --> 00:02:42.106
jealous.

00:02:42.106 --> 00:02:42.407
Yeah, man.

00:02:42.527 --> 00:02:43.051
Yeah, man, that's awesome.

00:02:43.557 --> 00:02:44.606
Let's jump in, man.

00:02:44.687 --> 00:02:45.236
Listen I I would.

00:02:45.516 --> 00:02:46.777
Say, what was it you?

00:02:46.777 --> 00:02:57.097
You can correct me if I'm wrong, but chat GPT launched November 22, I believe it was, might've been 21 if we've been using it that long, whatever it was by January, 2023.

00:02:57.097 --> 00:03:05.947
So a couple months later we were monitoring what that was all about and we started incorporating AI into social advisors, specifically content creation.

00:03:05.997 --> 00:03:07.917
Was the simplest way to jump into it.

00:03:08.397 --> 00:03:10.407
It changed the way I do business.

00:03:10.407 --> 00:03:12.747
It changed the way we structured our business.

00:03:12.847 --> 00:03:15.236
Here we are, three years beyond that.

00:03:15.236 --> 00:03:17.817
Sam, you've got your finger on the pulse more than I do.

00:03:18.486 --> 00:03:22.567
Dude, I'm stoked to hear about Subatomic and dive into some of the details.

00:03:22.567 --> 00:03:30.266
So how did you, first off, you I grew up in this industry, from doing websites way back in the day To where we are today.

00:03:30.627 --> 00:03:37.167
How did you choose financial services as where you wanted to stake your, stake your flag and jump in with an AI tool?

00:03:37.647 --> 00:03:38.217
Yeah, sure.

00:03:38.266 --> 00:03:41.537
So we started in 2023, and I have a co-founder, his name's Carl Simon.

00:03:41.537 --> 00:03:42.331
He is our CTO.

00:03:43.027 --> 00:03:45.067
And Carl was building complex projects.

00:03:45.067 --> 00:03:46.777
I was doing more of the consulting side.

00:03:47.127 --> 00:03:53.477
We come from the Fortune five hundreds doing the same thing, figuring out challenges, how do you solve 'em with technology?

00:03:53.477 --> 00:03:56.356
And that's really what we were doing at the early stages of ai.

00:03:56.926 --> 00:04:08.807
And what we found very quickly, you start talking to your network and your friends, and we found out that after talking to hundreds of leaders in this industry, there were common problems that we could really address with this long term.

00:04:09.391 --> 00:04:11.912
That were not just point and click solutions, right?

00:04:11.912 --> 00:04:11.972
Yeah.

00:04:12.002 --> 00:04:19.387
That were major pain points, not just for efficiency, but to really drive growth in an industry that is completely changing.

00:04:20.351 --> 00:04:21.221
So that's where we started.

00:04:22.341 --> 00:04:23.122
Very cool, man.

00:04:23.122 --> 00:04:27.921
I one of the things that keeps a lot of people out of financial services is compliance.

00:04:27.921 --> 00:04:30.351
And so I think we need to talk a little bit about that today.

00:04:30.351 --> 00:04:36.771
But before we dive in, what were some of those problems that you and you and Carl identified that you guys, were positioned to create solutions for?

00:04:37.101 --> 00:04:43.691
Yeah, at a macro level, when you think about technology, it was, Hey, we're experimenting with ai.

00:04:43.976 --> 00:04:46.526
But it's, it's just another tool to the tool set.

00:04:46.526 --> 00:04:48.866
So I have 15 tools I have to log into every day.

00:04:48.866 --> 00:04:50.846
Now I'm adding 16, 17, 18.

00:04:51.356 --> 00:04:56.781
The tools we have some AI capabilities, but they're just kinda wrappers on the current tool that we have.

00:04:57.596 --> 00:04:58.887
It's not moving the needle.

00:04:59.036 --> 00:05:02.866
They don't move they don't actually work into our workflows.

00:05:03.226 --> 00:05:13.516
And I just don't have this unified view of our data, which I feel, and this is comments we got, the people we talked to felt like that should be possible now with ai.

00:05:13.566 --> 00:05:15.336
So that's where we started.

00:05:15.336 --> 00:05:24.007
And then at a macro level, just 41%, it depends where you look, but the stat I have, 41% of advisor time is spent on tasks that.

00:05:24.322 --> 00:05:26.632
Quite frankly, we don't believe they have to do anymore.

00:05:26.931 --> 00:05:28.491
They need to be in front of clients.

00:05:28.822 --> 00:05:28.882
Yeah.

00:05:28.921 --> 00:05:32.191
And that is where the value is in this space is relationships.

00:05:32.401 --> 00:05:34.441
And that's what we've no questions over and over.

00:05:34.801 --> 00:05:44.981
So when we talk about growth, like what we're creating and what I'm gonna talk about further with you, Charlie, is really to break through that growth ceiling where we can do more with same, right?

00:05:44.981 --> 00:05:49.781
So we can grow without necessarily hiring incremental people to do backend work.

00:05:50.186 --> 00:05:54.656
Which I think is extremely interesting to all the RAs that we talked to.

00:05:55.166 --> 00:05:55.466
Yeah.

00:05:55.466 --> 00:05:58.016
I'm sure, man, and I we're gonna talk a little bit about meeting prep.

00:05:58.016 --> 00:05:58.106
Sure.

00:05:58.526 --> 00:06:05.016
I can only imagine, if you've got, 150 clients and pot, potentially that's 300 review meetings a year.

00:06:05.596 --> 00:06:08.326
One for just about every day when you pull the weekends out.

00:06:08.716 --> 00:06:08.776
Yeah.

00:06:08.856 --> 00:06:13.836
There's gotta be an hour of prep, whether it's assistant or the advisor themselves.

00:06:14.186 --> 00:06:18.236
Putting time into meeting prep, and I know we're gonna, we're gonna talk a little bit about that.

00:06:18.236 --> 00:06:29.796
And just, in, in that, in that scenario, of course they've gotta review everything, so maybe it's 15 minutes instead of an hour, but in that scenario, you're saving hundreds, 200, 300 hours a year.

00:06:30.246 --> 00:06:30.576
Yeah.

00:06:30.906 --> 00:06:31.206
Yeah.

00:06:31.206 --> 00:06:32.711
So let's you wanna dig into that?

00:06:32.711 --> 00:06:34.871
We can dig into meeting prep and some of the other things.

00:06:35.361 --> 00:06:35.691
Yeah.

00:06:35.691 --> 00:06:38.361
There, there's a couple things that I, I wanna make sure we talked about meeting prep.

00:06:38.361 --> 00:06:45.221
I also when we were getting acquainted you talked about the client or the prospect journey and, more touch points, but also more meaningful touch points, right?

00:06:45.221 --> 00:06:47.231
Based on who that person is versus.

00:06:47.586 --> 00:06:51.697
We do a lot of marketing automation, and in, in many cases, the message is the same.

00:06:52.126 --> 00:06:59.666
We segment people within that marketing automation, but if you fit in that segment, the messaging is the same for you as it would be the next person in that segment.

00:06:59.666 --> 00:07:02.576
So let's start with meeting prep and then we'll get into the more touch points.

00:07:03.236 --> 00:07:08.066
Yeah, and I can talk macro too, to actually, if you're okay with that.

00:07:08.066 --> 00:07:11.246
I'd like to start there on how we think of this and then roll in a meeting prop.

00:07:11.556 --> 00:07:11.736
Dude, it's

00:07:11.911 --> 00:07:12.661
Your time.

00:07:13.066 --> 00:07:19.637
So I, so we, just taking a step back, we think AI is almost at that 1995 moment.

00:07:19.666 --> 00:07:21.346
We talked about this a little bit, Charlie, right?

00:07:21.346 --> 00:07:21.406
Yeah.

00:07:21.436 --> 00:07:28.016
Like email come, comes up websites and like we when that happened.

00:07:28.841 --> 00:07:32.531
Nobody really had the context to what was going to come next.

00:07:32.831 --> 00:07:35.111
And what came next was dramatic, right?

00:07:35.111 --> 00:07:42.701
You had social media, you had the iPhone, Blackberry, you had different hardware and work changed forever after that, right?

00:07:42.701 --> 00:07:42.762
Yeah.

00:07:43.031 --> 00:07:44.501
I don't think anybody can argue that.

00:07:44.986 --> 00:07:46.576
Work and our lives change.

00:07:46.906 --> 00:07:49.066
We actually think the same thing with ai, right?

00:07:49.066 --> 00:07:55.526
So many people are thinking of this as just the next phase of technology of what they're currently doing, hence the wrappers.

00:07:55.526 --> 00:08:03.936
And some point and click solutions, like note takers, they're great, but that's not gonna dramatically change the growth trajectory of your IRA.

00:08:04.507 --> 00:08:08.766
So we think of this as like this is the pivotal moment that it's going to change.

00:08:08.766 --> 00:08:11.286
So what is the first thing you have to do, right?

00:08:11.466 --> 00:08:12.431
You have to unify our data.

00:08:13.801 --> 00:08:20.251
RAs in general have 15 different tools that they're accessing on a regular basis to get client information.

00:08:21.211 --> 00:08:23.911
So the way we look at it is you don't have to get rid of your tools.

00:08:24.151 --> 00:08:29.411
You already trust these tools a lot of them you need to use to make transactions and so on.

00:08:29.651 --> 00:08:36.927
So we orchestrate across all those tools, essentially create what those are familiar with of a data warehouse, data lake.

00:08:37.706 --> 00:08:42.297
Put a vector store on top of it, which makes it easy for AI to access.

00:08:42.567 --> 00:08:46.197
And when we do that, we have one view of our entire business.

00:08:46.346 --> 00:08:48.447
More importantly, one view of every customer.

00:08:48.986 --> 00:08:57.057
And now when you incorporate AI meeting prep you now have access to be able to do that in a matter of seconds versus ours.

00:08:57.246 --> 00:08:58.536
And that's how we look at it.

00:08:58.596 --> 00:08:59.886
We look at AI as.

00:09:00.562 --> 00:09:11.047
The fundamental thing you need to do is this orchestration and then the possibilities of what we do next to significantly grow the business is really endless of the possibilities we can do.

00:09:12.197 --> 00:09:12.797
That's pretty cool.

00:09:12.797 --> 00:09:15.496
So when we talk about tools, we're obviously talking about CRM, right?

00:09:15.797 --> 00:09:15.976
Yeah.

00:09:15.976 --> 00:09:18.736
Redtail Wealthbox and Salesforce derivatives.

00:09:18.736 --> 00:09:23.456
And then, for a lot of our clients they've got a client, CRM, and then they've got a prospect, CRM.

00:09:23.456 --> 00:09:25.226
Yeah, we are, we're a reseller.

00:09:25.226 --> 00:09:26.006
Go high level.

00:09:26.006 --> 00:09:30.096
But there's other, there's other good platforms out there portfolio tools, right?

00:09:30.096 --> 00:09:35.146
Orion and, black Diamond and these types of portfolio management tools.

00:09:35.486 --> 00:09:36.536
What else do you put in there?

00:09:37.031 --> 00:09:38.201
Custodial platforms.

00:09:38.381 --> 00:09:39.341
Custodial platforms,

00:09:39.641 --> 00:09:39.761
right.

00:09:39.822 --> 00:09:40.631
Email.

00:09:40.631 --> 00:09:40.641
Email.

00:09:40.871 --> 00:09:44.432
Most RAs have now dabbled with note takers, right?

00:09:44.761 --> 00:09:44.911
Yep.

00:09:44.971 --> 00:09:49.531
Client communications via email, RingCentral, if we're using that for text.

00:09:49.531 --> 00:09:49.542
Yeah.

00:09:49.542 --> 00:09:49.781
Yeah.

00:09:49.817 --> 00:09:50.026
Yeah.

00:09:50.026 --> 00:09:50.567
It goes on.

00:09:50.616 --> 00:09:56.256
The way that we've orchestrated this is like API connections are not good enough, right?

00:09:56.256 --> 00:09:57.456
Because if.

00:09:57.956 --> 00:10:03.086
Something on the endpoint changes or something with the host changes, like it breaks everything.

00:10:03.506 --> 00:10:08.906
So we, so I mentioned co-founder Carl, our CTO.

00:10:08.937 --> 00:10:14.036
His background is deep in data and integrations for the last 25 years or so.

00:10:14.336 --> 00:10:17.276
So like we built this platform knowing that.

00:10:17.906 --> 00:10:19.197
APIs weren't gonna cut it.

00:10:19.197 --> 00:10:33.506
So we have proprietary technology where we can use what we call AI coworkers to actually go in and get all this data in the platforms that APIs, F-S-F-T-P servers, et cetera, just don't get us to give that full view.

00:10:33.836 --> 00:10:38.516
And now we can pull it into one centralized area and orchestrate AI across that.

00:10:38.807 --> 00:10:41.236
That to us, that is the sweet spot where.

00:10:41.896 --> 00:10:44.266
Growth is inevitable for whoever does that.

00:10:44.687 --> 00:10:45.406
That's awesome, man.

00:10:45.766 --> 00:10:46.126
That's awesome.

00:10:46.126 --> 00:10:46.307
Yeah.

00:10:46.307 --> 00:10:47.476
So where do you wanna start?

00:10:47.476 --> 00:10:48.677
You wanna talk about meeting prep, you wanna

00:10:48.677 --> 00:10:49.451
talk about points?

00:10:49.451 --> 00:10:49.692
Sure.

00:10:49.692 --> 00:10:50.866
So like that example is great.

00:10:50.917 --> 00:10:58.057
We, in listening to the market, we know that meeting prep is just a complete time suck, but it's necessary.

00:10:58.386 --> 00:10:58.447
Yeah.

00:10:58.447 --> 00:11:02.677
So if you think about what I just explained of orchestrating all your data, so let's think about.

00:11:03.937 --> 00:11:05.346
Client, let's say Jane Smith.

00:11:05.376 --> 00:11:07.206
Jane Smith is in our CRM.

00:11:07.417 --> 00:11:11.706
We have emails, we have texts we have maybe some calls we've recorded.

00:11:11.706 --> 00:11:16.417
We have our custodial data and then all these other ancillary tools, Charlie, like you mentioned, right?

00:11:16.927 --> 00:11:23.697
So what we're able to do is take all that information and now create an agenda for a meeting.

00:11:23.697 --> 00:11:27.807
It can be anything that an organization wants from two pages.

00:11:28.197 --> 00:11:30.116
To 10 pages to visual.

00:11:30.376 --> 00:11:36.496
The output is now actually fairly easy with the AI platform that we built, right?

00:11:36.496 --> 00:11:39.376
Because we have AI building this, that can be done faster than ever.

00:11:39.797 --> 00:11:39.856
Yeah.

00:11:39.886 --> 00:11:41.716
We can do it in a dashboard, et cetera.

00:11:42.047 --> 00:11:48.047
But now what we can do is we can actually have one of our AI coworkers go in the calendars of all the advisors.

00:11:48.601 --> 00:11:56.011
And a week before the meeting, send all their agendas for them to review ahead of time and then collaborate with our AI team.

00:11:56.011 --> 00:12:00.091
We call it AI coworkers, to make any modifications right ahead of the meeting.

00:12:00.331 --> 00:12:04.711
Sync the data to be real time, and they walk into that meeting ready to go.

00:12:05.341 --> 00:12:06.841
And it's not just automation.

00:12:06.871 --> 00:12:12.601
What we're talking about is AI actually making recommendations of what you should talk about based on age.

00:12:12.961 --> 00:12:14.281
Maybe where they live.

00:12:14.281 --> 00:12:18.812
Maybe they're where they're at in life, if they have kids in college, things like that, right?

00:12:18.812 --> 00:12:24.991
So it's not just pure automation, it's actually having our AI coworkers think and make recommendations for us.

00:12:25.057 --> 00:12:26.586
It's pretty impressive.

00:12:27.036 --> 00:12:27.846
That's pretty awesome.

00:12:27.846 --> 00:12:37.461
And I'm sure, as with anything, when you've got human involvement there's even, even if a seasoned advisor or a seasoned assistant is pulling notes together, there's gonna be gaps left.

00:12:37.562 --> 00:12:37.891
Right?

00:12:37.891 --> 00:12:40.981
Based on their biases, based on things they're not even considering.

00:12:40.981 --> 00:12:44.461
Maybe they didn't look at the last three emails before they jumped into that meeting.

00:12:45.111 --> 00:12:46.312
That's pretty awesome, man.

00:12:46.317 --> 00:12:46.456
Yeah.

00:12:46.776 --> 00:12:46.836
Yeah.

00:12:47.047 --> 00:12:52.461
And let me even paint a kind of a bigger picture of how we see the future, and these are things we're even doing today.

00:12:53.331 --> 00:12:54.711
Memory, right?

00:12:54.711 --> 00:12:56.031
Cognitive workflows.

00:12:56.031 --> 00:12:59.451
Maybe some of you that are listening have read about this.

00:12:59.531 --> 00:13:03.371
But we built this into our platform where it learns over time, right?

00:13:03.371 --> 00:13:11.501
So as you give feedback, as an individual advisor or a at a firm level, we can build that feedback and memory into.

00:13:11.856 --> 00:13:14.947
How we now give outputs in the future, right?

00:13:14.947 --> 00:13:21.786
So we like to think of this again, I keep saying AI coworker, like if you're gonna hire somebody right?

00:13:21.906 --> 00:13:25.807
As you hire them, you're gonna train them, you're gonna give them access to your tools and data.

00:13:26.016 --> 00:13:30.576
We think about the exact same thing with how we build our AI coworkers on top of your data.

00:13:30.966 --> 00:13:31.057
Yeah.

00:13:31.086 --> 00:13:36.966
And if you hire somebody new, you're going to give them feedback along the way, right?

00:13:36.966 --> 00:13:38.136
You're gonna train 'em up.

00:13:38.496 --> 00:13:44.346
Same thing with our AI coworkers, but they incorporate it super fast and we'll make the changes right away.

00:13:44.447 --> 00:13:46.516
And never forget the feedback that you gave 'em.

00:13:47.552 --> 00:13:48.871
That's that's pretty awesome, man.

00:13:48.922 --> 00:13:51.861
When you engage with an RIA Sam, what does that look like?

00:13:51.861 --> 00:14:01.542
There's only so many tools being used in the industry, but when you start pulling six or seven different, portfolio platforms and custodial and CRMs, there's a heck of a mix.

00:14:01.572 --> 00:14:06.731
Is that a custom fit for every RIA or have you guys developed something that kind of plug and plays?

00:14:07.631 --> 00:14:12.001
So we, so it is it's tailored for every RA meaning.

00:14:12.331 --> 00:14:14.432
We don't just have a set of integrations.

00:14:14.432 --> 00:14:27.091
I really think that thinking is old school of just like we have integrations with these partners, again, with our AI capabilities, we're able to pull all the data into this database of whatever you want from these platforms.

00:14:27.391 --> 00:14:32.802
So when we engage with the RIA, we're looking at, what are the key use cases?

00:14:32.802 --> 00:14:38.651
What are your key pain points, and then what are the platforms that you use that we're gonna address those pain points with?

00:14:39.266 --> 00:14:40.167
We orchestrate it.

00:14:40.167 --> 00:14:43.616
We actually have internal platform called Nexus and Nucleus.

00:14:44.036 --> 00:14:46.526
This is pretty crazy, Charlie, we haven't talked about this yet.

00:14:46.626 --> 00:15:02.581
Where we can take a recording of that call where somebody walks through their pain points and the tools that they have, we can then create an integration plan through ai, a workflow of how they're, how it's going to work within ai.

00:15:03.427 --> 00:15:05.136
We get the sign off from the customer.

00:15:05.136 --> 00:15:05.616
Yep.

00:15:05.646 --> 00:15:06.996
This is what we talked about.

00:15:07.206 --> 00:15:16.297
And now we can actually have our AI coworkers build a team of AI coworkers highly tailored to that organization for the use cases that they have.

00:15:17.286 --> 00:15:18.876
Try to wrap your head around that, right?

00:15:18.876 --> 00:15:18.996
Yeah.

00:15:19.187 --> 00:15:19.336
It's,

00:15:19.336 --> 00:15:23.956
I mean, it's it, you're talking about like data warehousing.

00:15:23.986 --> 00:15:26.567
This was like a 12 to 18 month.

00:15:26.986 --> 00:15:29.447
Thing even six months ago.

00:15:29.506 --> 00:15:31.547
This currently for some people that we talked to.

00:15:31.552 --> 00:15:31.841
Yeah.

00:15:31.841 --> 00:15:34.151
And we're talking three months maybe.

00:15:34.151 --> 00:15:34.552
That's

00:15:34.552 --> 00:15:34.631
awesome.

00:15:35.506 --> 00:15:40.006
So speed, velocity, we have this, our CTOI gotta give Carl credit for this.

00:15:40.156 --> 00:15:41.626
Adapt, evolve, and scale.

00:15:41.656 --> 00:15:45.466
That's how we think about our organization, but we think about our clients, right?

00:15:45.466 --> 00:15:54.286
So as they adapt and they evolve, we're able to scale with them, with what we're doing in the capabilities we've built internally to move super fast as they grow.

00:15:54.567 --> 00:15:55.136
That is awesome, man.

00:15:55.136 --> 00:15:56.966
Subatomics doing some fun stuff, dude.

00:15:57.716 --> 00:15:59.427
Clearly, I'm pretty excited about it.

00:15:59.486 --> 00:16:00.447
Yeah, me too.

00:16:00.687 --> 00:16:01.256
Me too.

00:16:01.256 --> 00:16:04.557
What a, yeah, it was a aple, a pleasure to meet you when we did.

00:16:04.557 --> 00:16:11.932
And and I, we're exposed to, like you said, that kind of, that, I don't mean to be, I don't mean this to sound negative, it probably will, but I don't, that's not how I intended it.

00:16:11.932 --> 00:16:26.911
But we're at the tip of the iceberg when we look at tools like Jump and Zox and some of these common tools in the industry, which, I'll tell you what, when an advisor sits down and looks at their capability and it's gonna record my calls, it's gonna dump my CRM know it's gonna draft me an email.

00:16:27.307 --> 00:16:31.896
Already, they're looking at saving how many hundreds of hours a year.

00:16:31.896 --> 00:16:36.286
You guys take it to the next level with meeting prep and, automated touch points throughout

00:16:36.286 --> 00:16:36.976
a journey.

00:16:37.456 --> 00:16:37.697
Yeah.

00:16:37.697 --> 00:16:37.876
Boarding.

00:16:37.876 --> 00:16:37.937
Yeah.

00:16:37.986 --> 00:16:43.866
So I think I, one more thing I really want to hit here is I think the traditional way we think about software.

00:16:44.621 --> 00:16:46.241
We've proven completely changed it.

00:16:46.271 --> 00:16:53.621
It has completely changed with ai, meaning you get a demo and you gotta fit into this box of what's been shown to you,

00:16:53.802 --> 00:16:54.011
right?

00:16:54.042 --> 00:16:59.831
We literally had a request, Hey, can you show us some dashboarding capabilities that you have?

00:17:00.251 --> 00:17:01.001
And we're like, sure.

00:17:01.001 --> 00:17:01.932
What do you want to see?

00:17:02.201 --> 00:17:05.682
They laid out what they wanted to see, literally 24 hours later within.

00:17:06.672 --> 00:17:12.731
Our internal capabilities, nexus and Nucleus, we spun up a dashboard with dummy data, exactly how they wanted.

00:17:12.731 --> 00:17:13.961
You could click into it.

00:17:14.372 --> 00:17:20.732
This is completely changing everything, which is why I went back to 95 and think that, in their mid nineties.

00:17:21.197 --> 00:17:23.596
Because this is the pace we're moving at.

00:17:24.287 --> 00:17:24.767
Yeah.

00:17:24.767 --> 00:17:28.477
And I, I've shared with you on our conversations, I started putting websites together.

00:17:28.477 --> 00:17:29.797
I was on the sales and marketing side.

00:17:29.797 --> 00:17:34.657
That was, it was in 1998 and was with a company that was doing wirehouse website.

00:17:34.657 --> 00:17:39.826
So we get a contract with a big firm, and then, our resale, our opportunities were with the advisors.

00:17:40.277 --> 00:17:43.547
Due to 98 people didn't want to pay 25 bucks a month for a website.

00:17:44.336 --> 00:17:48.627
And now it's such an integral part and maybe it's even fading out at this point, but

00:17:48.687 --> 00:17:48.897
yeah.

00:17:49.086 --> 00:17:51.367
Here we are 27 years later.

00:17:51.367 --> 00:17:52.717
Pains me to say a little bit.

00:17:53.086 --> 00:17:58.467
But and for the last decade and two, two and a half decades, it's been a central point of their business.

00:17:58.557 --> 00:17:58.617
Yeah.

00:17:59.137 --> 00:18:03.997
And we, and but we think of this as equating it to hires, right?

00:18:03.997 --> 00:18:06.802
So you shouldn't think of this as we're buying new software.

00:18:07.102 --> 00:18:07.221
Yeah.

00:18:07.221 --> 00:18:08.782
We're actually hiring ai.

00:18:09.172 --> 00:18:10.192
That's how we think of it.

00:18:10.221 --> 00:18:10.242
Yeah.

00:18:10.242 --> 00:18:11.357
And that's how it's going to work.

00:18:11.447 --> 00:18:15.667
And we're actually not saying bring us in and we're gonna, we're gonna cut a bunch of people.

00:18:15.667 --> 00:18:25.927
We're saying, let's think about how we do more with the same, let's reallocate people that are doing this, heavy lifting and move them more to the front of the house potentially.

00:18:26.086 --> 00:18:26.147
Yeah.

00:18:26.147 --> 00:18:27.137
Love that relationship.

00:18:27.137 --> 00:18:28.517
Driven more touch points.

00:18:28.567 --> 00:18:29.137
That's critical.

00:18:29.137 --> 00:18:29.197
Yeah.

00:18:29.197 --> 00:18:29.437
Love that.

00:18:29.497 --> 00:18:30.427
The relationship.

00:18:30.427 --> 00:18:30.487
Yeah.

00:18:31.822 --> 00:18:33.232
I want to hit on if you're okay with it.

00:18:33.232 --> 00:18:33.742
One more thing.

00:18:33.742 --> 00:18:35.362
You asked about compliance and audit.

00:18:35.602 --> 00:18:35.812
Yep.

00:18:35.812 --> 00:18:49.192
I didn't wanna, so from day one, again, Carl and I come from Fortune five hundred's consulting background and financial services, and we knew security and compliance was gonna be huge.

00:18:49.492 --> 00:18:49.642
Yep.

00:18:49.762 --> 00:18:51.292
Couple things about our platform.

00:18:51.442 --> 00:18:57.862
One, from day one, we can actually build this within the IT infrastructure of an IRA and that's how we deploy it.

00:18:58.447 --> 00:19:01.977
So your, it has complete security and boundaries on what's going on.

00:19:02.517 --> 00:19:06.086
Second, we have a product that we have called Subatomic Deep Lens.

00:19:06.086 --> 00:19:22.017
We'll actually be doing an actual release of this, but we just build it into every project where you can see either as a user or an admin exactly what is going on behind the scenes with these AI coworkers and how they're accessing data and getting you answers to whatever.

00:19:22.377 --> 00:19:25.346
Question you have or proactively whatever they're doing for you.

00:19:25.647 --> 00:19:31.237
So like complete transparency auditability, introspective, evaluation.

00:19:31.407 --> 00:19:41.767
And this is core to our platform and we think trust and transparency, especially around what we're seeing now with Mt thought, that where AI agents are creating social networks and all this crazy stuff.

00:19:41.797 --> 00:19:44.227
Like we need to keep.

00:19:44.752 --> 00:19:48.951
Trust, security and compliance at the forefront, which is exactly where we started with this.

00:19:49.252 --> 00:19:49.552
Yeah.

00:19:50.002 --> 00:19:50.392
Yeah.

00:19:50.442 --> 00:19:51.012
That's awesome.

00:19:51.012 --> 00:19:54.752
And that, and such an important aspect for this industry, right?

00:19:54.752 --> 00:19:58.882
It's like I said, it's an industry I've loved working in because, for a lot of reasons.

00:19:58.882 --> 00:20:04.622
But we've been running an agency for 12, 13 years in financial services and compliance.

00:20:04.622 --> 00:20:05.432
Keeps people out.

00:20:06.767 --> 00:20:09.257
Agencies are very much a diamond dozen these days.

00:20:09.257 --> 00:20:15.037
And the compliance and security financial services makes it a little more difficult to penetrate this particular industry.

00:20:15.367 --> 00:20:20.417
Putting some insulation, there's plenty of'em out there, but putting some insulation for businesses like the one I own,

00:20:20.467 --> 00:20:20.767
yeah.

00:20:20.997 --> 00:20:21.267
Yeah.

00:20:21.517 --> 00:20:23.737
Sam, before we close, where's it going, man?

00:20:23.787 --> 00:20:28.467
You're giving us a snapshot of what the capabilities are today, but what's tomorrow look like?

00:20:28.467 --> 00:20:29.096
Do we know?

00:20:29.932 --> 00:20:31.762
For subatomic, you're gonna see us all over.

00:20:31.762 --> 00:20:33.832
We were pretty stealth last year.

00:20:34.132 --> 00:20:34.252
Yeah.

00:20:34.252 --> 00:20:37.461
We wanted to build out a great couple use cases.

00:20:37.461 --> 00:20:39.572
We have one that some people have seen.

00:20:39.572 --> 00:20:42.662
We're saving a client 8,000 hours this year just on Wow.

00:20:42.662 --> 00:20:44.102
Meeting prep and some of those things.

00:20:44.102 --> 00:20:44.522
Yeah.

00:20:44.642 --> 00:20:45.002
Wow.

00:20:45.032 --> 00:20:45.182
Yeah.

00:20:45.422 --> 00:20:47.971
One, $1.3 billion firm.

00:20:47.971 --> 00:20:48.721
8,000 hours.

00:20:48.721 --> 00:20:51.451
They're gonna save just on meeting prep and some client.

00:20:51.807 --> 00:20:53.187
Engagement type things.

00:20:53.397 --> 00:20:56.247
So we're really like, you're gonna see us all around.

00:20:56.247 --> 00:21:03.942
But I think again, this space we can't think of it as these point solutions and software as we've known it.

00:21:03.971 --> 00:21:05.592
That's not where this is gonna go.

00:21:05.622 --> 00:21:16.357
There's gonna be new hardware out there, there's gonna be completely new ways of working and we're really bullish on AI, coworkers being our collaborative partner.

00:21:17.142 --> 00:21:20.711
To just help us grow and get things done and collaborate.

00:21:20.762 --> 00:21:21.782
And we're excited about it.

00:21:21.782 --> 00:21:23.642
And like I said, we're extremely bullish on it.

00:21:24.032 --> 00:21:24.602
Yeah, dude.

00:21:24.602 --> 00:21:25.971
That it, it is very exciting.

00:21:25.971 --> 00:21:30.211
So you guys are taking it another step as to what, what the industry has seen so far.

00:21:30.262 --> 00:21:32.392
Dude, I'm excited to see where Subatomic goes.

00:21:32.647 --> 00:21:32.707
We

00:21:33.457 --> 00:21:34.297
will stay in touch.

00:21:34.297 --> 00:21:35.857
I'll keep giving you updates, Charlie.

00:21:35.977 --> 00:21:37.326
Yeah, for sure, man.

00:21:37.326 --> 00:21:38.167
Yeah, I appreciate it.

00:21:38.167 --> 00:21:41.557
And I'll make sure that I'm following you on LinkedIn so I can see updates there.

00:21:41.557 --> 00:21:44.447
And I don't do a lot of, I don't do a lot of conferences anymore.

00:21:44.927 --> 00:21:51.567
Part of me misses that part of it, there's FOMO there, so maybe we jump back into a conference, conference circuit, but I'm sure we'll see you guys around.

00:21:51.567 --> 00:21:54.237
Main stage boost, whatever it is, right?

00:21:54.432 --> 00:21:55.002
Gotta get that.

00:21:55.002 --> 00:21:55.092
Yeah,

00:21:55.182 --> 00:21:55.812
absolutely.

00:21:55.872 --> 00:21:56.052
Yeah.

00:21:56.052 --> 00:21:56.382
We'll be all

00:21:56.382 --> 00:21:57.072
over the place.

00:21:57.262 --> 00:22:00.232
I'm excited to help you get the name out in any way I can, man.

00:22:00.232 --> 00:22:03.102
I've got we've got a little bit of a network we built over the years awesome.

00:22:03.201 --> 00:22:05.257
So hap happy to introduce Subatomic to it.

00:22:05.767 --> 00:22:06.547
Fantastic.

00:22:06.787 --> 00:22:07.086
Yeah,

00:22:07.987 --> 00:22:10.447
it was great connecting with you one wisconsinite to another.

00:22:10.537 --> 00:22:11.062
Yeah, man.

00:22:11.162 --> 00:22:12.427
Go pack our or something.

00:22:12.477 --> 00:22:16.407
Sam Sova, thank you so much for being my guest on RIA Collective.

00:22:17.086 --> 00:22:22.427
And for our listeners, thanks for taking taking some time to meet my new friend, Sam, and learn a little bit about Subatomic.

00:22:22.907 --> 00:22:26.897
Maybe maybe AI helps us change the the trust issues within financial services.

00:22:26.897 --> 00:22:27.707
Sam, let's see if we work.

00:22:27.711 --> 00:22:27.772
I

00:22:27.772 --> 00:22:28.092
think it will.

00:22:28.937 --> 00:22:29.717
I hope so, man.

00:22:29.717 --> 00:22:30.287
I hope so.

00:22:30.647 --> 00:22:31.127
All right.

00:22:31.247 --> 00:22:31.637
Thanks, Sam.

00:22:31.637 --> 00:22:32.297
Appreciate it, dude.