Advisor software, AI in the workflow, data and the platforms wealth firms run on. Selected by our editors.
5 videos and podcasts · new this week: 4
For advisors and operations leads weighing AI tooling, the episode is pitched as a discussion of task division between advisors and AI agents rather than a product demo. The origin story — starting from Salesforce data entry — may be a familiar entry point for firms looking at workflow automation.
For wealth professionals who use or follow manager research, the episode describes how one research organization is applying AI agents to analysis of investment strategies and what may come next.
For wealth professionals whose firms are evaluating AI adoption, the episode frames a shift from individual productivity uses to workflow-level agents and highlights governance and security considerations. It also discusses operating implications for private capital firms.
For wealth professionals, the conversation touches on how data and AI tools are being positioned for prospecting, outreach and engagement in private wealth. It also discusses the industry's focus on the wealth transfer wave and evolving expectations around financial data.
New manager videos, podcasts and our own wealth tech & ai stories on My Desk and in your morning edition.
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