Inside the new private client model: AI, advisors, and unified wealth

Private banking is being redefined. Not by abandoning personal relationships, but by augmenting them with smarter technology, unified platforms, and proactive engagement that meets clients where they are.

In this episode, host Alex Jimenez sits down with Dean Indot, Director of the Private Client Group at Western Alliance Bank. With over 20 years in banking and wealth management, Dean brings a sharp perspective on what it takes to build a modern private client experience that balances high-touch advisory with high-tech enablement.

Together, they explore the emerging private client group model at Western Alliance, where AI is making the biggest impact in client onboarding today, how banks can unify retail and wealth into one cohesive experience, the influence of creator-led financial education on trust and client expectations, and what younger clients demand as the great wealth transfer accelerates.

Tune in to hear how private banking is evolving from reactive service to proactive relationship building, and why the banks that get platform architecture right will win the next generation of wealth clients.

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Timestamps

(00:00) – Welcome to the "Banking Reinvented" podcast

(00:26) – Introduction to Dean Indot

(02:38) – Launching the Private Client Group at Western Alliance

(06:07) – AI's most practical use case in wealth onboarding

(09:49) – Unifying retail banking and wealth management

(12:35) – Working with advisors without competing

(14:46) – How creator-led financial education influences client trust

(17:15) – The great wealth transfer and younger client expectations

(21:18) – Digital expectations without losing the human touch

(24:19) – Balancing self-service with high-touch advisory

(26:01) – What's redefining premium service in private banking

(29:35) – Final thoughts and key takeaways

(31:43) – Episode wrap-up