logo
episode-header-image
Dec 2023
25m 55s

Transforming Wealth Management with Tech...

Investments & Wealth Institute
About this episode
<h4 class="" style= "font-size: 16px; font-style: normal; font-variant-caps: normal; letter-spacing: normal; orphans: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; text-align: left; line-height: 1.5; margin: 0px; border ... Show More
Up next
Aug 10
Where Asset Allocation Meets Client Psychology
Christopher Geczy, Academic Director of the Wharton Wealth Management Initiative and the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, talks through why asset allocation still drives most of a portfolio's risk and what happens to ... Show More
36m 18s
Jul 13
Two Credentialing CEOs on the Future of Advice
K. Dane Snowden, Chief Executive Officer of CFP Board, joins Investments & Wealth Institute CEO Sean Walters for a wide-ranging conversation on where the financial planning profession is heading. Two association leaders who have spent their careers building standards for the advi ... Show More
40m 45s
Jun 9
AI and the Meaning of Money with Mark Casady
In this episode of The Exceptional Advisor, Mark joins host Sean Walters to discuss what AI changes about wealth management — and what it doesn't: Why the real advisor shortage is bigger than the headlines suggest, and what that means for firm leaders right now Why the advisor of ... Show More
36m 39s
Recommended Episodes
Sep 2024
Bitcoin, Blockchain and AI
<p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;">Chandra Duggirala</strong> discusses bitcoin, blockchain and AI, and how the confluence of these technologies can empower of financial self-sovereignty and super intelligence to every investor. Chandra is the CEO ... Show More
23m 24s
Apr 2024
Vinay Nair: Using AI to Personalize Wealth Management at Scale
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
30m 5s
Apr 2025
Capital One’s Prem Natarajan Shares How AI Can Enhance Financial Services and Customer Experiences - Ep. 253
Prem Natarajan, the executive vice president, chief scientist and head of AI at Capital One, discusses how AI is enhancing financial services by transforming customer experiences and internal operations. He shares how advanced AI models and agentic workflows are accelerating the ... Show More
31m 44s
Jun 2024
Blockchain, AI and the Impacts to Decentralized Finance
<p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;">Uri Ferruccio,</strong> co-founder and CEO of Concordia, discusses the use of blockchain and AI for financial risk management and future-critical data technologies that are incubating a global, multi-asset-class ... Show More
26m 27s
May 2024
Generative AI in Banking: From Hype to Value Creation
In today's episode of the Banking Transformed podcast, we have Sriram Natarajan, President, Quinte Financial Technologies, a leading provider of cloud-based software solutions for financial institutions. In this episode, Sriram will discuss why AI’s true potential lies in its cap ... Show More
38m 27s
Mar 2024
Adobe’s Firefly Reshaping the Creative Economy
Adobe President of Digital Media Business David Wadhwani joins Bloomberg Intelligence senior technology analyst Anurag Rana to explore how generative AI is expanding client engagement across the company’s Creative and Document Cloud suites. They discuss improvements in consumer n ... Show More
39m 33s
Apr 2023
Intelligent Money
Fintech has perhaps the most to gain from artificial intelligence technology. Even slight improvements in forecasting default rates on a loan or cash flows of a business can have a dramatic economic impact. But for the most part, fintech has been left out of the conversation – pa ... Show More
44m 10s
Jan 2023
Using Artificial Intelligence in Retail
tail spinning
22m 29s
Jul 2023
2460: Modernizing Wealth Management: A Back Office Revolution
I sit down with Ryan George, the CMO of Docupace, a leading cloud-based fintech platform transforming the back office processes in the financial services industry. With over 15 years of marketing and communications experience in finance, Ryan shares his journey and how he became ... Show More
20m 26s
Listen to millions of songs and podcasts on Anghami