In this inaugural episode of The Open Story Podcast, host Adam Haney sits down with William Littlefield—Olympic-caliber skater turned AI entrepreneur—to explore how artificial intelligence is poised to transform the financial services landscape. From eliminating back-office drudgery to democratizing access to financial literacy, this conversation dives deep into the intersection of technology, education, and business health. William shares how Unlimited is building AI agents to streamline critical workflows for banks, asset managers, and insurance firms—while raising big questions about what happens when agents start talking to agents. Together, Adam and William unpack why entrepreneurs struggle to play CFO, how better UI and smarter assistants could close that gap, and why the future of finance might not involve a screen at all. If you’re a founder, investor, or tech-curious operator thinking about how AI will reshape your financial decisions—this one’s for you. What You’ll Learn: Why AI may finally solve the long-standing problem of financial literacy How legacy infrastructure is holding back FinTech innovation—and how to break through The importance of education, UX, and agentic design in delivering real financial solutions What startups, blue chips, and incumbents are getting right (and wrong) about AI adoption Why the best financial advisor of the future might be your AI

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