Podcast: The Future of AI in Financial Services

In this conversation, Dan Dal Degan, Board Member of Great Gray Group, and Holly Knight, Director of Retirement Services at Alera Group, discuss the impact and role of AI in financial services.

They explore topics around how to use AI to make your daily schedule more efficient, the trade-offs and risks of AI and how to address those concerns, how AI may impact the financial services industry, and how Holly became interested in AI and more specifically the role it plays in the finance industry.

More About Holly:

Holly’s professional journey is rooted in helping people design and implement their financial stories—ones that lead to independence, confidence, and long-term sustainability. Whether through curriculum development, one-on-one coaching, or innovative fintech solutions, she specializes in meeting individuals where they are and equipping them with the tools to thrive.

In addition to her work in financial education, Holly brings a diverse skill set, including:

• Strategic Leadership: Proven experience in developing scalable programs, building cross-functional teams, and driving initiatives that align with organizational goals.
• Organizational Development: Expertise in process improvement, M&A integration, and creating systems that enhance collaboration and efficiency.
• AI/Technology Integration: Leveraging AI and machine learning to improve educational delivery and enhance user experience.
• Public Speaking & Training: Engaging audiences across various industries with relatable, actionable insights on financial wellness and retirement readiness.

Holly believes that financial health isn’t just about numbers—it’s about empowering people to make choices that lead to a fulfilling life. Her approach is informed by behavioral finance, experiential learning, and a commitment to addressing challenges through innovation and collaboration.

With a master’s degree in education, a background in economics, and over 25 years of experience, Holly thrives at the intersection of teaching, advising, and strategic planning. As she continues to grow in her career, her focus remains on creating meaningful, integrated solutions that contribute to the greater good—whether it’s through supporting advisors, improving retirement readiness, or fostering organizational excellence.