Expanding the Agentic AI use case, with Daniel Yoo (Finmate AI)
How to Lend Money to Strangers
Brendan le Grange
4.9 • 43 Ratings
🗓️ 14 May 2026
⏱️ 40 minutes
🧾️ Download transcript
Summary
The team that pioneered AI-powered workflows for financial advisors, are now sharing their knowledge of agentic AI systems with the industry as a whole. If you've played around with Claude Code, you'll know how much you can now do with just an idea and some well-thought-out prompts... but you'll also know that there are still limits. Building a bank ready system requires more than just code, it needs experience and that's what they can bring.
Finmate AI is at home on the internet at, not surprisingly, https://finmate.ai/
They're also on LinkedIn at https://www.linkedin.com/company/finmate-ai/
Look for Daniel there, too, with one of the cooler profile pictures on the site: https://www.linkedin.com/in/smyoo/
I'm there, too, at https://www.linkedin.com/in/brendanlegrange/
Please also follow, share, and talk about the show using https://www.linkedin.com/company/how-to-lend-money-to-strangers/
Oh, and if you remember Suren Rastogi from episode 174 of this show, the Kickstarter for Burnout is ending this week. Already oversubscribed many, many times over, this is your chance ot snap it up at launch prices.
Other friends of the show include:
https://www.ogmara.com/ (customised risk management and analytic consulting)
https://www.ontap.co.za/pages/hoedspruit-store-details (for all your Hoedspruit-based bathroom needs)
https://flatwhiteorfoff.com/ (ask for anything other than a flat white, the answer is in the name)
https://www.joinhumoni.com/ (helping international students find accommodation, work, and financial services on day one)
https://www.haboomoney.com/ (making collections personalised, flexible and intelligent)
https://beetlesense.ai (AI-powered day one pest detection for forestry)
And since you like podcasts, I also co-create hAIghtened senses with Christo van Zyl, in which looks at the intersection between human senses and technology (and this week, flying cars)
Keep well, Brendan
This episode was set up by Sabrina Campbell from PodcastTalentForYou, if you'd like to get onto shows like mine, reach out to her at sabrina @ podcasttalentforyou.com
Hosted on Acast. See acast.com/privacy for more information.
Transcript
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| 0:00.0 | For us, it's standing out amongst all of that noise, right? Because there's a lot of these consultants and builders that are popping up now with no experience, no background. And so, you know, at least we have the pedigree of Finmate, right? As like someone who has successfully built a note taker and launched it. And now we're actually being approached by kind of bigger companies to do work for them. Obviously, the level of talent in Silicon Valley is a very, very concentrated. |
| 0:22.4 | And so we have excellent engineers that are very good at what we do. |
| 0:26.1 | And so I think there's been some demand actually from other corporations that want kind |
| 0:29.8 | of technical expertise and support because I think a lot of them are now floundering because |
| 0:34.2 | they tried AI because it was the new hotness and buzzwords. |
| 0:38.1 | But now they're finding like, it's a little bit harder than I think people get a credit for. |
| 0:46.7 | Welcome back to Hustle and Mani to Strangers with myself, Brendan Lagrange. |
| 0:52.1 | Last week we mentioned a Gentic AI and and it's a case of same, same, |
| 0:57.7 | but different today. Of course, this is going to happen more often as organizations start to get |
| 1:03.1 | to grips with what is arguably one of the more practically useful arms of AI's emergence. |
| 1:10.4 | I say emergence is more of an explosion, really, |
| 1:13.3 | the speed of which is nicely illustrated by the fact that three years ago, when Daniel |
| 1:17.9 | you first established Furnimate, they were pioneers in the nascent field of AI note-taking. |
| 1:24.0 | Today, I remind you just three years later, they're already pivoting because most of that |
| 1:29.6 | fuel has been burned through by the nearly exponential increase in model availability. What needed a |
| 1:36.0 | specialist set of skills and inside knowledge then is now just a few taps away on ClaudeCode. |
| 1:42.4 | Now, I said pivoted, but the reality is they expanded. |
| 1:46.4 | Freeing themselves from the shackles of just one use case, |
| 1:50.2 | Finn may now help organizations across the board understand how and where to use the performance potential |
| 1:57.4 | that Agenic AI holds. |
| 1:59.8 | Because there's a fairly big gap between ClaudeCode being able to build a market-ready app |
| 2:05.3 | and ClaudeCode being able to build your market-ready app the way you wanted. |
... |
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