AI in Financial Services Podcast

Two Use-Cases of AI in Wealth Management - with Nirupam Sarkar of Fidelity Investments

Oct 2, 2022

26:15

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Highlights

AI Chapters

Episode notes

Is This a Socially Responsible Fund?

02:01

Is There a Good Way to Connect Everything Together?

01:57

Fidelity Mutual Funds - It's Curious Because I Was Working in a Different Company Not in Fidity

02:03

Introduction

3min

Neuropom, Welcome to the AI and Financial Services Podcast

5min

How Do We Customize This?

2min

Is There a Good Way to Connect Everything Together?

2min

AI in a Wealth Management Environment Is It Deterministic?

6min

How to Classify a Mutual Fund

2min

Is This a Socially Responsible Fund?

2min

Fidelity Mutual Funds - It's Curious Because I Was Working in a Different Company Not in Fidity

2min

The AI and Financial Services Podcast - Neuropom

3min

Today’s guest is Nirupam Sarkar, VP of Data Science at Fidelity Investments, a legacy financial institution that presides over about $4.5 trillion in assets under management. In today’s episode, Nirupam discusses two workflows with broad applications across regulation-heavy industries. He also details use-cases involving summarization in wealth management and categorization in mutual funds. Nirupam also shares his thoughts on the future of leveraging and framing information to the essentials of decision-making at the highest levels of wealth management. If you’ve enjoyed or benefited from the insights in this episode, consider leaving a five-star review on Apple Podcasts and let us know what you learned, found helpful, or liked most about this show!