FPAi Authority

Tools for financial planners to leverage artificial intelligence in their practices.
Sponsored by Capital Investment Advisors and The FutureProof Advisor

As the FPAi Authority, Matt Reiner provides practical demonstrations of AI tools, analyzes the latest industry developments, and offers strategic insights into how firms can elevate their AI readiness and position themselves for long-term success.

See AI Tools in Action

Lindy AI Email Agent: How I Built a Research Assistant in 20 Minutes

In this video, I explore how to build an AI-powered email assistant using Lindy, a conversational agent platform that automates common professional workflows.
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Tracelight AI in Excel: Build Interactive Planning Models in Minutes

In this video, I walk through a real-time demo of Tracelight, an AI assistant that lives directly inside Excel.
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Julius AI Demo: Analyze Client Data with Natural Language

In this video, I explore Julius—an AI-powered data analysis tool that lets you query your datasets through natural conversation.
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Bland Voice AI Demo: How I Built a Smart Call Assistant

In this video, I demo a voice AI assistant built using Bland—a tool designed to automate client-facing phone calls using natural, conversational language.
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You.com + Gamma: Orchestrating Tools Strategically

We keep looking for the one perfect tool that does everything. But the real productivity gain comes from combining specialized tools into workflows that deliver outcomes neither tool can achieve on its own.
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From The AI Edge Blog

The Jellypod AI Podcast Studio

Jellypod is an AI podcast studio that transforms your written content or ideas into professional-quality podcasts using AI-generated hosts and voices.
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Tracelight

Tracelight is an AI plugin that lives directly inside Excel, turning natural language into sophisticated spreadsheets without leaving your familiar workspace.
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Bland AI

Bland AI is a voice AI platform that can conduct actual phone conversations with your clients or prospects - not just play recordings, but have real back-and-forth dialogue.
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AI In Finance

The latest headlines around AI and how they could impact the financial industry.

The Shift from Curiosity to Competence

Matt Reiner explores the shift from hype to habit—and what that means for professionals who need to understand how AI is changing not just tools, but expectations.
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Where AI Is Headed—and Why Most Teams Aren’t Ready Yet

Matt Reiner examines the gap between AI’s potential and its current reality—where bold predictions of autonomous AI economies contrast sharply with organizations still figuring out how to begin.
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The Future-Proof Advisor Playbook: Purpose, AI Strategy & Building Client Trust

Matt Reiner highlights three important developments shaping how financial professionals may approach technology in the months and years ahead.
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Capital Investment Advisors and FutureProof Advisor

Our FPAi Authority Partners
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