Artificial intelligence is rapidly transforming the global financial system — and the firms managing trillions in assets are at the center of the shift. On this episode of The Money Path, host Todd M. Schoenberger sits down with Sandeep Sahai to discuss how AI is reshaping institutional investing, portfolio analytics, and financial infrastructure. Clearwater Analytics ($CWAN) oversees investment data tied to more than $10 trillion in assets across insurance companies, asset managers, corporations, and financial institutions worldwide. Sandeep explains how Clearwater recently deployed a generative AI platform across 2,400 investment management teams, powered by more than 800 AI agents designed to help investors analyze portfolios, interpret complex assets like CLOs and REITs, and navigate increasingly complex regulatory reporting. But according to Sahai, AI’s role in finance goes far beyond efficiency. He argues that the technology could fundamentally transform investment decision-making — turning financial platforms into powerful reasoning systems capable of merging structured and unstructured data to deliver real-time insights. Topics covered in this conversation include: • How generative AI is transforming investment accounting and portfolio reporting • Why Clearwater Analytics oversees investment data tied to $10 trillion in assets • How 800 AI agents are helping investment managers analyze opportunities faster • The role of AI in regulatory compliance and financial reporting • Why firms that fail to embrace AI risk falling behind in the financial services industry • How AI could fundamentally reshape wealth management and institutional investing From portfolio analytics to the future of financial technology infrastructure, this discussion offers a fascinating look at how artificial intelligence is redefining the way money is managed. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://biztalktodaytv.com 📧 Contact on Email: support@biztalktodaytv.com 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #ArtificialIntelligence, #Fintech, #InvestmentManagement, #WallStreet, #AIinFinance, #ClearwaterAnalytics, #CWAN, #FinancialTechnology, #AssetManagement, #PortfolioAnalytics, #InstitutionalInvesting, #AIInvesting, #TheMoneyPath, #ToddSchoenberger, #CapitalMarkets Learn more about your ad choices. Visit megaphone.fm/adchoices
