Ep 2: From Exclusive to Inclusive: How AI is Transforming Finance

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Evolve: A Blend Podcast

Blend

4 episodes

4 days ago

Welcome to Evolve: A Blend podcast, where bold ideas meet real-world execution. At Blend, we’re not just talking about the future of AI and innovation, we’re building it. Join us as we sit down at the builders table with the builders, doers, and creators who are shaping what comes next.

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Ep 2: From Exclusive to Inclusive: How AI is Transforming Finance

Evolve: A Blend Podcast

6 minutes 55 seconds

1 month ago

Ep 2: From Exclusive to Inclusive: How AI is Transforming Finance

0:00: Intro

0:15: Role of the investment advisor in the world of AI

2:00: Differentiating Asset Managers in the AI Era

4:36: AI’s Impact on opening the mass affluent market to scaled wealth management

5:40: Rethinking advisory services for the mass affluent market

6:19: Future of Financial Services In 5 years

Explore how AI is revolutionizing wealth management with our expert panel featuring: Alex Sion from Blend, former CPO Kabir Sethi, and former CTO Donie Lochan. Discover how AI is democratizing access to previously exclusive investments and expanding financial tools to a wider audience than ever before.

Bottom Line: In five years, financial services will be more widely accessible and tailored than ever before, opening up new opportunities for people across the financial spectrum.