Exploring The End-To-End Digital Transformation Of Wealth Management
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Show Notes
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.
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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