Overview of Presentation
This presentation will focus on exploring communication techniques and data collection practices, which are the foundation for building strong client relationships and creating meaningful conversations. Additionally, we will put this into practice by using Finaric – an AI-powered platform designed for financial conversations, where participants will apply communication techniques through simulated client scenarios and receive structured feedback to better prepare for real-world client interactions.
Speaker Biographies
• Claudia Deras, CFP®
Claudia is a financial advisor at Corinthian Wealth Management, serving individuals and their families in the Bay Area.
With six years of experience in the financial industry, Claudia is passionate about helping individuals take control of their financial future. She believes that financial success begins with a strong client relationship built on trust, transparency, and clear communication.
By taking the time to understand each client’s unique goals, circumstances, and vision for the future, Claudia empowers people to make confident, informed decisions.
Her approach is centered on creating meaningful relationships that inspire positive change and turn financial goals into actionable strategies.
• Julianna Li, founder of Finaric
Julianna is the Founder and CEO of Finaric, an AI-native relationship intelligence platform for financial conversations. Finaric helps financial professionals prepare for high-stakes conversations, surface relationship and decision-making signals during meetings, and turn client interactions into durable relationship memory and workflow intelligence.
Prior to founding Finaric, Julianna worked in institutional product strategy at Wellington Management, with experience across asset management, fintech, and client-focused financial services. She is particularly interested in how AI can support the next generation of financial professionals, helping them translate technical expertise into stronger judgment, communication, and client relationships.
