Nick Downey
Technologist at DirectWealth and founder of Halosoft, building AI-driven tools such as Meeting Ally and Advice Ally to embed AI into advice workflows and create capacity for scale.
Best podcasts with Nick Downey
Ranked by the Snipd community
23 snips
Feb 13, 2025 • 50min
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
Nick Downey, a technology and product executive focused on AI and data-driven personalisation. Sam Patterson, an operator who scales advice through workflow design and automation. They explore AI as an always-on assistant, contrast language and quant models, discuss regulatory and change barriers, and stress building strategy, processes and people before deploying tools.
Oct 9, 2025 • 1h
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
Glenn Elliott, technologist building tools like Cursor to speed proposals. Stephen Bell, process-first Salesforce expert who untangles workflow spaghetti. Nick Downey, AI product builder behind Meeting Ally and Advice Ally. Pat Gardner, ex-adviser leading Rubica for practical Salesforce automation. They discuss embedding AI into workflows, process mining to reveal bottlenecks, lightweight prototypes, and practical platform choices.
