The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi

In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Jason Quinn @ Advisor360° and Dr. Joshua Wilson @ Neubefi to talk about where AI is really taking advisor technology.The conversation explores how AI may reshape the wealthtech stack, why firms may move away from fragmented point solutions, and how AI-native operating systems could change the way advisors work.Jason shares how Advisor360° is thinking about unified data, workflows, and infrastructure, while Dr. Joshua Wilson breaks down why trust, identity, emotional resonance, and human connection may become even more important as AI tools become more common.They also discuss whether AI can help advisors scale relationships, why generic AI content is not enough, and how firms can stand out when everyone has access to the same technology.Topics include:AI-native operating systems for advisorsThe future of the wealthtech stackWorkflow automation and advisor productivityTrust and differentiation in an AI-driven marketHuman connection as a competitive edgeFavorite AI tools like Claude, Claude Code, and WhisperFlowAs AI raises the baseline, the real winners may be the firms that combine smarter technology with a stronger human signal.