David Itzkovits
Strategic Advisor - Sales & Business Development at Annise
Based in Boston, United States
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Seniority
Staff
Department
Other
Location
Boston
Industry
Financial Services
Company size
9
Contact information
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d•••••••@annise.io
Phone
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Background
About David Itzkovits
In 2017, I stood on stage in Asia before 500 financial professionals and their clients, sharing how Artificial Intelligence was reshaping financial services. Over the years, I’ve delivered this message across six continents. Reactions often blended amazement with hesitation—until late 2022, when ChatGPT launched and changed everything. AI is no longer a future concept; it’s an essential tool today. At Optimal AdvisorAI, we help financial professionals save time, strengthen client relationships, and drive growth by simplifying AI adoption. We focus on practical applications that streamline daily tasks, increase productivity, and deliver bottom-line results—all with a compliance-first mindset for peace of mind: • • 3,500+ • 1-5 • “” AI is transforming financial services. Let’s make it work for you.
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Agustín Fagalde
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David Itzkovits
Strategic Advisor - Sales & Business Development · Other
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