The AI in Business Podcast Scaling Growth in Asset Management with AI-Ready Data - with Frank Hattann of Ocorian
10 snips
Aug 8, 2025 Frank Hattann, Chief Commercial Officer at Ocorian with a rich history at Microsoft and PayPal, dives into the heart of AI integration in financial services. He reveals why firms remain stuck in manual processes, emphasizing that mindset is the true barrier to transformation. The conversation highlights the urgency of adapting to AI to enhance customer engagement and operational efficiency. Frank dispels myths about AI adoption and shares insights on shifting from reactive to proactive, data-driven systems, all while maintaining the essential human touch.
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Transition From Tech to Finance
- Frank shared his experience moving from Microsoft to financial services felt like traveling back in time.
- He noted the industry still uses outdated processes despite the intent to adopt digital tools.
Prioritize Data and Outreach
- Focus AI adoption on improving data analysis and top-of-funnel client outreach.
- Use AI agents to track market signals and scale engagement effectively.
AI Disrupts Traditional Pricing
- Financial firms relying on manual workflows and hourly rates face disruption from AI-enhanced competitors.
- AI will support or replace repetitive tasks while humans add the value clients still want.