Good Vibes Only: How Financial Advisors Can Build Custom Tools With AI
Jason Pereira of Woodgate Financial discusses 'vibe coding', a practical application of agentic AI that enables financial advisors to build custom tools by describing what they need. Advisors can start using AI tools like ChatGPT or Google Gemini to experiment with building simple applications.
Financial advisors can now build custom tools using 'vibe coding', a practical application of agentic AI. Jason Pereira of Woodgate Financial explains that this technology allows advisors to describe what they need and have AI build it in minutes. Advisors can start by experimenting with AI tools like ChatGPT or Google Gemini to build simple applications, such as a mortgage calculator. More advanced tools like Lovable or Replit can be used to build more complex applications. The key value proposition is that advisors can conceive of a tool they need and have AI build it without requiring deep technical knowledge. This shift is lowering the barrier to software creation and rethinking the balance between buying and building technology.
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