Julius AI Demo: Analyze Client Data with Natural Language

In this video, I explore Julius—an AI-powered data analysis tool that lets you query your datasets through natural conversation.

I walk through a real-world demo using a billing dataset and show how Julius pulls key insights like:
Total fees across clients
Profitability by relationship length
Fee distribution by client tenure

Julius doesn’t just summarize numbers—it also generates clean visualizations to help you quickly interpret patterns and trends. Whether your data lives in Google Drive, Snowflake, or another platform, Julius acts as an intelligent layer that simplifies and accelerates your analysis.

If you’ve ever wished data analysis felt more intuitive—or less manual—this is a tool worth exploring.

💡 Reminder: Always remove or anonymize personal information when working with client data.

🔍 Highlights:
Use natural language to interact with data from Google Drive and Snowflake.
Get instant answers to complex queries like total fees and profitability by client.
Automatically generate visualizations for fee distribution and performance metrics.
Replace time-consuming spreadsheet work with real-time AI interaction.
Improve data accessibility and decision-making in your wealth management workflows.

👇 Try Julius with your own datasets—and let me know what insights it helps uncover.

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Matt Reiner is a CFA®, CFP®, fintech entrepreneur, and industry thought leader dedicated to helping financial advisors scale their firms, elevate the client experience, and lead with clarity. As a Partner at Capital Investment Advisors, Matt blends real-world advisory experience with innovative thinking to shape the future of wealth management. He also hosts The Future Proof Advisor podcast, where he explores what’s next for the industry through conversations with top voices in fintech and finance.

🎙 Listen to the podcast: https://www.mattreiner.com/podcast
🔗 Connect with Matt on LinkedIn: linkedin.com/in/mattreineratl