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Dean Indot
Director of the Private Client Group at Western Alliance Bank with over 20 years in banking and wealth management, focusing on tailored funding solutions and building a unified private client experience.
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Jan 6, 2026
• 31min
Inside the new private client model: AI, advisors, and unified wealth
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Dean Indot, Director of the Private Client Group at Western Alliance Bank, shares insights from his 20 years in banking and wealth management. He discusses the transformative role of AI in client onboarding, emphasizing a blend of technology and personal relationships. Dean highlights the importance of unifying retail banking and wealth management and the influence of creator-led financial education on client expectations. He also tackles the unique demands of younger clients amidst the upcoming wealth transfer and predicts a growing need for dedicated relationship managers.
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