AI’s Impact on Financial Services
from Knowledge at Wharton
Artificial intelligence is changing how financial professionals research, analyze information, and get work done — while raising new questions about the skills people will need in an AI-enabled industry. In this episode, host and Wharton professor Itay Goldstein speaks with Wharton professor emeritus Jeremy Siegel and Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, about AI’s impact on financial services. They discuss the technology’s potential to increase productivity, transform investment research and workflows, reshape the financial workforce, and change how firms think about hiring and developing talent. They also examine why human judgment, trust, and accountability remain important as AI takes on a larger role in finance.
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