

Vinay Nair: Using AI to Personalize Wealth Management at Scale
Apr 2, 2024
Vinay Nair, a serial entrepreneur and founder of Tiffin, discusses how AI is transforming wealth management by bridging high-touch service with scalable solutions. He emphasizes the necessity of continuous learning for advisors to keep pace with technological advancements. Nair highlights the innovative use of AI tools, like predictive modeling, to enhance client interactions while balancing technology with personal advice. He also addresses the challenges of integrating AI into existing practices and the importance of collaboration for sustainable growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Innovating Wealth Management with AI
02:20 • 14min
Harnessing AI for Organic Growth in Wealth Management
16:13 • 3min
Navigating AI Integration in Wealth Management
19:09 • 7min
Embracing Change: The Need for Continuous Learning in Wealth Management
25:46 • 2min
Embracing Continuous Learning for Future Wealth Management
27:41 • 3min