This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
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This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
In this episode of Wealth Insider, Performativ CEO Albert Geisler Fox joins host Christian Lindvall to explore how artificial intelligence is transforming the financial services industry, and what that really means for wealth managers.
They unpack how leading institutions are applying AI in everything from research to compliance and discuss what’s hype versus what’s actually helping organizations move faster and serve clients better. They also dig into the emotional core of wealth management, and why human connection still matters in a world of machine learning.
▶️ Topics Covered:
- Real-world use cases of AI in finance and wealth management
- The rise of agentic AI and back-office automation
- How advisors are using AI to personalize and scale their work
- Why emotional intelligence is a competitive advantage
- The future skills advisors will need to succeed
#WealthManagement #AI #WealthInsider
Wealth Insider
This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
