Datalign Advisory

Perfectly Aligned by Datalign Advisory

Technology EN ↓ 3 episodes

Perfectly Aligned is a podcast by Datalign Advisory that explores AI, finance and the future of financial technology. From our home in Cambridge, we talk with innovators and entrepreneurs from the likes of Amazon, Google, MIT and beyond—uncovering how technology and human insight are reshaping the way Americans find and receive financial advice. Because in a world full of noise, perfectly aligned guidance isn’t just helpful—it’s essential.

Author

Datalign Advisory

Episodes

How Financial Advisors Can Build Trust Before the First Meeting: Introducing Relationship AI Video 22.01.2026 21:48

In this episode of Perfectly Aligned, Satayan Mahajan (CEO) sits down with Julian Franky (Director of Growth) and Puneet Thariani (Chief Design Officer) to introduce Relationship AI. Relationship AI Relationship AI condenses hours of prospect research into 30-second briefings, giving advisors the context they need to turn first calls into lasting relationships. Early adopters of Relationship AI we...

What is a Second Price Auction? How Financial Advisors Can Drive Growth with Better Bidding | Perfectly Aligned Ep. 02 Video 25.11.2025 24:00

In this episode, Julian Franky (Director of Growth) and Matt Hartman (Data Scientist) break down one of the core engines behind our platform: the second-price auction. If you're focused on organic growth and want to better understand how to attract ideal-fit clients without wasting time or budget, our team is here to guide you through it all—from determining true value to the onboarding and optimi...

The Beginner's Mind: Satayan Mahajan's Entrepreneurial Journey From Amazon to Datalign | Perfectly Aligned Ep. 01 25.11.2025 0:19

In this pilot episode, we sit down with Satayan Mahajan, CEO of Datalign Advisory, to explore his remarkable journey from MIT to pioneering motion technology that influenced Nintendo's Wii, to developing innovative products at Amazon, and ultimately to transforming how Americans find financial guidance. Satayan shares how the "beginner's mind" philosophy has guided his career across multiple indus...