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How ai can play role:
While Canadians are increasingly turning to artificial intelligence conversational agents (AI) to help them in their daily tasks. Therefore, such as meal planning, training programs and even the development of vacation routes, some also use them to manage their money. For example,
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“He is a real personal financial assistant. In addition, ” explains Martin Dasko, creator of content specializing in personal finances. Moreover,
Mr. Nevertheless, Dasko uses how ai can play role AI in particular to establish savings plans for the coming holidays by indicating to Chatgpt his savings objective. Nevertheless, asking him for a plan to achieve this amount in a specific time. Meanwhile,
“He will provide you with a monthly plan to follow,” he explains. Therefore, Everything is centralized. In addition, […] You can get a table, a graph, and it’s easier than ever. Similarly, »»
In the era of autonomous investment. Therefore, advisers, IA dialogues have become an essential tool for many young Canadians to establish budgets and define financial objectives. Meanwhile, But the experts say that it is essential to have a good knowledge of your finances to obtain relevant answers.
“It takes a little work to be sure. precise of the figures obtained,” explains Katelyn Aitcheson, financial planner at how ai can play role Sun Life, about IA dialogue agents.
This implies knowing the bases. such as the difference between fixed and variable expenses, recurring and punctual expenditure, and even your net assets.
A lack of nuances – How ai can play role
Mme Aitcheson remembers a client who had recently bought a new house. who had turned to a generative AI dialogler to help her choose between life insurance or mortgage insurance.
“It gave him a general overview of the differences between personal life insurance and mortgage insurance,” said Mr.me Aitcheson. However, AI’s response lacked nuances.
The dialogler did not indicate to the client that she could take out additional insurance to cover the replacement of income. that it could potentially reduce her personal life insurance coverage over time, specifies Mme how ai can play role Aitcheson.
However, the Dialogurs IA find their place in daily financial management.
“For many people. being able to quickly and easily access basic information and stand out from the rest is, I think, very powerful,” agreesme Aitcheson.
She adds that technology made it possible to obtain a fairly precise distribution of money allocated to financial objectives. such as retirement savings or reimbursement of a student loan, or at least put the user on the right track.
Mr. Dasko explains that the most common order is: “Help me to create a monthly budget with income and expenses. »»
The AI would then offer a budget style among which everyone could choose, he testifies.
Mr. Dasko how ai can play role suggests then personalizing the plan with orders such as: “Where can I save $ 100 to start saving more?” “Or” Help me to save $ 10,000 next year “, and” What is a monthly, weekly or realistic quarterly plan? »»
Sensitive information
But it is not always prudent to ask AI questions likely to contain sensitive information. warns Jane Arnett, specialist in cybersecurity at Check Point.
Canada does not yet have legislation protecting AI users. and it is difficult to know how the data is stored or used.
“Take a moment to think:” With what I put here. what would happen if I transmitted it to someone trying to steal me right now? ” », Specifies Mme Arnett.
“Basically, starting from the how ai can play role principle that everything you enter these systems is public information,” she adds.
It also warns that users may receive erroneous or incomplete information if the instructions lack precision.
“You could end up with erroneous advice. which may apply to the Americans, but not to Canadians, or perhaps even obsolete,” she said.
Mme Arnett suggests checking the information or the financial plan provided by the AI dialogue with a financial advisor.
“You will know more and will have a more in-depth conversation with your financial planner,” she concludes.
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