Exploring The End-To-End Digital Transformation Of Wealth Management

from Modern Financial Advisor · host finservMarketing

Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, covering topics such as personalizing client experiences, efficiency, data infrastructure, compliance, and the modernization of core wealth platforms. It also delves into the challenges and considerations for wealth management firms in adopting AI and modernizing their tech stack. Sponsored By: PodBox - Help your guest sound as good at GV with a PodBox microphone setup. Resources Mentioned In This Episode: Deloitte Report - "The Digital Wealth Manager Of Today"SkyView 1 - A fiduciary first banking solution for your financial advisory clients.Nitrogen (formerly Riskalyze) - The comprehensive client engagement platform for wealth management firms Chapters 00:00 The Digital Transformation in Wealth Management 11:49 The Urgency for Modernization and Impact of AI 27:17 The Impact of AI on Wealth Management 41:24 Challenges and Considerations in Adopting AI for Wealth Management Firms 49:52 Modernizing the Tech Stack in Wealth Management

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This episode is 53 minutes long.

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This episode was published on June 4, 2024.

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