Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset
December 18, 2025
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/12/18/ep-320-how-wealth-firms-are-growing-up-with-ai-with-dr-kelly-wagman-cresset/">Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>AI has moved from experimentation to expectation inside wealth management firms—but execution remains uneven. In this episode of WealthTech Today, sit down with Dr. Kelly Wagman, Director of AI Business Enablement at Cresset, to discuss what it actually takes to deploy AI responsibly at scale. From governance and adoption to hallucinations and human oversight, this […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/12/18/ep-320-how-wealth-firms-are-growing-up-with-ai-with-dr-kelly-wagman-cresset/">Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>