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搜尋紀錄

24:26

How to Use Poe to Create AI Bots for Free - Received.ai AI in Finance Webinar (Pt. 3) | Ep.045

More goodies at www.techforfinance.com | Join us as we wrap up our thrilling three-part journey through the landscape of AI in Finance, where the final leg takes us into the realm of bot creation with Poe. In this segment, I'm thrilled to share how Poe's robust free capabilities enable us to craft custom bots tailored to specific financial scenarios, like forecasting and headcount planning—tools that could revolutionize operations in sectors such as hospitality. You won't want to miss my personal story of employing AI to craft an entire presentation, a testament to the real-world utility of these advanced technologies. Plus, we delve into the world of image generation models and the community-driven bot library that could spark your next big idea. Listen in as we also explore the transformative power of AI tools like ChatGPT, Llama from Meta, and Claude from Anthropic in creating efficient financial presentations. We discuss how these AI powerhouses can manage repetitive tasks with finesse, freeing up valuable time for finance professionals to cultivate personal relationships within their organizations. The episode takes an exciting turn as we consider the future potential of interconnected AI chatbots, reflecting on a unique experiment where two AI-enabled phones were set up to converse. Whether you're a finance expert or simply AI-curious, you'll find actionable insights on starting with free AI tools, ensuring data privacy, and identifying those 'lowest hanging fruit' opportunities where AI can make an immediate impact on your productivity. ------- SHOW NOTES ------ - Hosted by - https://www.received.ai - ChatGPT - https://chat.openai.com - Noteable - https://noteable.io - Poe - https://poe.com ------- CHAPTERS -------- (00:04) Creating Bots With AI in Finance (07:27) AI Tools for Financial Presentations (16:24) AI for Finance Professionals - Getting Started Subscribe to the Newsletter at - https://newsletter.techforfinance.com

Adam Shilton

2023年12月22日

712

https://www.youtube.com/watch?v=2HVZPqMmjcc

1:15:57

Roi Ben Daniel - Cracking the CFO Stack: Which CFO are you? | Ep. 032

Episode 032: Where we learn from Roi Ben Daniel, founder and CEO of Received. Listen in as Roi walks us through his journey from being a platoon commander in the Israeli Defense Forces to becoming the founder of Received, a platform designed to help finance teams tackle complex billing challenges. He explains the need for a fresh wave of CFO solutions and how the landscape of CFO technology is evolving, especially when considering the different processes required for B2B, B2C, and marketplace businesses. He also points out how payments remain an unfulfilled prophecy in B2B and how unlocking value lies in process and spend management. Join us as we navigate the intricacies of financial systems and the complexities involved in choosing the right one. Roi and I debate the tension between point solutions and fully integrated ERPs, stressing the need for CFOs to not only purge unnecessary SaaS systems but also invest in solutions that meet their specific needs. We also discuss the importance of moving beyond entry-level systems like QuickBooks and the psychological aspects involved in system choice. Towards the end of our discussion, we focus on the advantages of having an ERP system and how a company's operations can dictate the choice of system. Roi shares his insights on the importance of value-based pricing and how customer centricity is key. We also touch on the evolving metrics that CFOs are focusing on, the battle between SaaS and usage pricing, and the pressures they face from investors and customers. Don't miss out as we round off with an interesting chat on the role of referrals in tech marketing and the need for businesses to create so much value that they become the only option for like-minded companies. --------- SHOW NOTES --------- *Where to find Roi* - LinkedIn - https://www.linkedin.com/in/roibendaniel/ *Learn more about Received* - Website - https://www.received.ai/ --------- EPISODE CHAPTERS --------- (0:00:00) - CFO Solutions and Finance Software Evolution (0:12:43) - The Evolving Landscape of CFO Technology (0:25:43) - Choosing Financial Systems for CFOs (0:32:57) - ERP Systems and Business Revenue (0:47:14) - The Importance of Value-Based Pricing (0:52:06) - CFOs in a Down Market (1:02:43) - Consolidation and Referrals in Tech Marketing 📧: Sign up for The Tech for Finance Newsletter + More Goodies @ https://linktr.ee/adamshiltontech

Adam Shilton

2023年8月8日

218

https://www.youtube.com/watch?v=g6HhRntjZ9c

15:46

Storylane Spotlight: How Received.ai Uses Storylane to Improve Website Conversions ft. Hadar Landau

Join Hadar Landau, Senior Marketing Manager at Received.ai, as she talks about their journey to find the best interactive demo software. Learn why it's crucial for their website conversion strategy and the perks of Storylane. Time Stamps: 00:00 Intro 00:48 Discovering Storylane 02:18 Storylane improved website conversions 03:51 Comparing solutions 05:51 Storylane Impact 08:14 Future of Interactive Demos 08:52 Other use cases 10:40 Tips for Engaging Interactive Demos 12:31 Why Your Demos Need to be Concise 14:28 Best Onboarding Experience 15:41 Conclusion About Storylane: Storylane helps companies create interactive demos in 10 minutes and showcase their products in an engaging and narrative-driven way. Try Storylane today: https://bit.ly/44hliic #storylane #interactivedemo #productdemos #productTours #productledgrowth

Storylane

2023年12月19日

145

https://www.youtube.com/watch?v=0jOhVyfk3HQ