
Vinay Nair: Using AI to Personalize Wealth Management at Scale
Barron's Advisor
Innovating Wealth Management with AI
This chapter explores the integration of artificial intelligence in the wealth management sector, detailing early initiatives like an AI assistant and the Magnify platform. It discusses the balance between technology and personal interaction, highlighting how AI enhances advisors' capabilities while emphasizing the need for individualized advice. Additionally, it covers the challenges and opportunities in adopting AI tools among financial advisors, reflecting on the evolving landscape of client interactions.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.