How AI Is Transforming Legacy Industries: Finance and Memorial Services

Welcome to a Power Series episode of How I AI — a special format where I feature two or more shorter conversations, highlighting real people using AI in unique ways across different industries. If you’re curious about how AI is quietly transforming traditional industries and how people with deep domain expertise are guiding that shift than this episode is for you.

This episode spotlights two powerful use cases for AI in financial advisory and funeral services, featuring real-world insights from Daniel Yoo and Walker Posey. 

Walker Posey is a fourth-generation funeral director who is integrating AI tools like aftercare video services, and even early-stage hologram memorials. He serves as a national spokesperson for the NFDA, advocating for thoughtful modernization in the industry.

Daniel Yoo is a former senior financial advisor who managed $800 million in assets at TD Ameritrade before pivoting into the tech world. Now the founder of FinMate AI, Daniel builds custom AI agents for financial professionals. 

🔑 Topics We Cover

• Creating automation tools to enhance client service
• When AI tools make sense and when they do not
• The risk of lookalike products and how to stand out
• Building custom AI agents for niche professionals
• The value of slow, intentional tech adoption

Guests Featured:

Walker Posey
Websites: poseycares.com 

nfda.org   https://www.rememberingalife.com/

Daniel Yoo
Website: finmate.ai

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