Ep 2: From Exclusive to Inclusive: How AI is Transforming Finance

0:00: Intro

0:15: Role of the investment advisor in the world of AI

2:00: Differentiating Asset Managers in the AI Era

4:36: AI’s Impact on opening the mass affluent market to scaled wealth management

5:40: Rethinking advisory services for the mass affluent market

6:19: Future of Financial Services In 5 years 

Explore how AI is revolutionizing wealth management with our expert panel featuring: Alex Sion from Blend, former CPO Kabir Sethi, and former CTO Donie Lochan. Discover how AI is democratizing access to previously exclusive investments and expanding financial tools to a wider audience than ever before. 

Bottom Line: In five years, financial services will be more widely accessible and tailored than ever before, opening up new opportunities for people across the financial spectrum.