The Echelon-AI Podcast

Insights, strategies, and advice from CEOs, founders and industry leaders for insurance, finance, and legal services professionals.

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Transforming Professional Services Through AI Conversations

The Echelon-AI Podcast brings you actionable insights from industry leaders, experts, and successful executives. Each episode unpacks business strategies, advice, and real success stories that you can apply to your own organization. Hosted by David Zylstra, Echelon-AI's founder, our episodes deliver valuable content in an engaging format designed for busy executives like you.

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Why Most AI Projects FAIL
(And How to Fix Them)

What do cybersecurity, the OODA Loop, and failed AI projects have in common? A lot more than you'd think.

In this eye-opening episode, I sit down with Robert Brown, seasoned decision-scientist and cybersecurity strategist

From Hotel Owner to Power Broker:
How Maya Patel Built a Hospitality Empire

What happens when a seasoned hotel owner becomes a top-performing hotel broker & a licensed insurance agent?

You get someone like Maya Patel—a true force in the commercial hospitality space.

Hallucinations: The Dangers of AI With Reinsurance

In this episode, we sit down with Dr. Chris Percival, co-founder of Healthcare International and now a key player in the reinsurance space at Lloyd’s of London. With over 30 years of experience in the insurance industry, Dr. Percival shares deep insights
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Join executives from leading professional services firms who tune in regularly for actionable AI insights and strategies.

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FAQs

Find answers to your questions about our AI services and how they can benefit you.

How quickly can we expect to see ROI from implementing your AI solutions?

Most clients begin seeing measurable results within 60-90 days of implementation, with full ROI typically achieved within 4-8 months depending on the scope of services deployed.

How do you ensure data security and compliance, especially in regulated industries like finance, insurance, and legal services?

We adhere to industry-specific compliance requirements (including GDPR, HIPAA, and financial regulations) and implement robust security protocols at every level.

Will implementing AI solutions require significant changes to our existing workflows?

Our implementation process is designed to enhance your existing workflows rather than replace them. We take an incremental approach, starting with the areas that will deliver the most immediate impact while minimizing disruption.

Do we need to have technical expertise or an existing IT infrastructure to implement your AI solutions?

No, our solutions are designed to integrate with your existing systems with minimal technical requirements. Our team handles the implementation process, and we provide straightforward training for your staff.

What makes Echelon-AI different from other AI service providers?

Unlike general AI providers, we specialize exclusively in professional services with tailored solutions for insurance, finance, and legal industries. Our approach combines AI technology with industry-specific strategies designed to address your unique challenges.

How do you measure success, and what kind of reporting can we expect?

We establish clear KPIs at the start of our partnership based on your specific goals. You'll receive detailed monthly reports tracking these metrics, including lead quality, conversion rates, operational efficiency gains, and cost reductions.

Still have questions?

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