The COVI Way
The COVI Way
Podcast Description
The COVI Way explores the intersection of people, technology, and impact. Hosted by Dave Vint and Cody Lents, each episode features real conversations with innovators using tech to solve real-world problems. From AI and cybersecurity to digital transformation and workplace culture, this podcast helps leaders think differently about IT and its role in building a better future. Subscribe for new episodes and fresh insights every week.
Podcast Insights
Content Themes
The podcast covers a variety of themes including personal finance through AI tools, employee engagement and workplace culture, and the strategic role of IT in business. Episodes feature topics such as AI-driven financial planning, creating meaningful workplace environments, and how IT can transcend traditional support roles to enhance employee experience.
The COVI Way explores the intersection of people, technology, and impact. Hosted by Dave Vint and Cody Lents, each episode features real conversations with innovators using tech to solve real-world problems. From AI and cybersecurity to digital transformation and workplace culture, this podcast helps leaders think differently about IT and its role in building a better future. Subscribe for new episodes and fresh insights every week.
In this episode of The COVI Way, host Cody Lents (VP of Sales at COVI) sits down with Eric Zhang, Product Manager at WiseFi, to unpack how AI-powered tools are transforming personal finance. WiseFi’s mission? Help one million people achieve financial independence—not by guessing, but by building real, data-driven plans.Eric shares his personal journey toward financial freedom, explains how WiseFi empowers users to see their financial future clearly, and breaks down the core tools used to plan for retirement, pay off debt, and simulate major life events. Whether you’re deep in student loans or exploring early retirement, WiseFi is built to help users take control and make smart, personalized decisions.They also dive into how WiseFi integrates AI and automation for smarter notifications, planning, and customer support—plus the platform’s growing role in equipping large organizations to boost financial literacy for their teams.🎧 Tune in to hear how AI isn’t just changing the future of finance—it’s giving people hope, clarity, and control.Summary:WiseFi’s Eric Zhang joins The COVI Way to explore how AI is revolutionizing financial planning. From debt payoff to early retirement, WiseFi builds personalized, forward-facing plans to help users gain clarity and reach financial freedom faster. Whether you’re managing a household or leading a large organization, this episode is packed with hope and practical solutions.Quotes: “Financial independence means doing what you want, with who you want, without being stuck in a job you hate.”“Most budgeting apps look backward. We help people plan forward—and that changes everything.”“Our users don’t just track spending—they build strategy.”“AI helps us deliver customized coaching at scale, not just canned advice.”“We're not just changing finances—we're restoring confidence.”Chapters:• 00:00 – Welcome + Meet Eric Zhang from WiseFi• 01:12 – What Inspired Eric’s Financial Freedom Journey• 05:26 – WiseFi’s Mission to Help 1 Million People• 08:45 – Why Budgeting Tools Fall Short• 12:22 – How WiseFi Plans for Debt, Retirement, and Life Events• 17:40 – The Power of Draft Scenarios and What-If Planning• 21:30 – Using AI to Enhance Financial Coaching and Support• 26:48 – Behind the Scenes: Tools and Tech WiseFi Uses Internally• 30:56 – Automation and AI as Force Multipliers• 35:12 – Scaling with Lean Teams and Smart Systems• 38:40 – Cybersecurity and the Challenges of a Fast-Moving Landscape• 44:00 – What’s Next on WiseFi’s Roadmap• 47:30 – Closing the Gap Between Education and Application• 51:50 – Empowering Large Organizations to Boost Financial Literacy• 55:40 – Final Thoughts + Where WiseFi Goes From Here
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