We spoke with Robert Golladay, General Manager, Europe at CognitiveScale, which offers AI software that helps both wealth advisors personalize insights and identify new opportunities for clients. According to Golladay, AI is being applied to wealth management services in two areas today:  Personalization: Helping financial advisors identify the investment preferences of a client and provide personalized advice to a degree that was not possible before. This might involve taking into account factors such as declared, observed, and inferred information around client goals or attitude towards risk. Engagement: Helping wealth advisors communicate the most relevant insights for a client at a preferred time and channel. 

An Overview of AI for Wealth Management - What's Possible Today?

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Each week, Emerj Artificial Intelligence Research CEO Daniel Faggella interviews top AI executives from Fortune 500 firms and unicorn startups - to uncover trends, use-cases, and best practices for practical AI adoption.

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Today’s guest is Matt Berseth, Co-founder and Chief Information Officer of NLP Logix. NLP Logix is a fast-growing AI services firm based in Florida that serves both the public and private sectors. Matt joins us on today’s program to talk about the last decade in AI development and how natural language processing became such a central driver of adoption for so many industries over that period. This episode is sponsored by NLP Logix. Find out more about sponsored content and how to engage with the Emerj audience at emerj.com/ad1.

Tracing AI and Natural Language Processing’s Journey to the Mainstream - with Matt Berseth of NLP Logix

Today’s guest is Bill Armstrong, Chief Innovation Officer at Moss Adams. Moss Adams is one of the 15 largest public accounting firms in the US, providing accounting, tax, and consulting services to public and private middle-market enterprises across industries. Bill joins Emerj Senior Editor Matthew DeMello on today’s program to discuss the impact of AI on hiring practices and what the future of human resources departments will look like as these technologies become more commonplace in every kind of enterprise. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.

Solving Human Resource and Client Services Challenges with AI - with Bill Armstrong of Moss Adams

Today’s guests are Arkestro Founder & Chief Strategy Officer Edmund Zagorin and Johnson & Johnson Chief Procurement Officer Len DeCandia. Arkestro is an AI-driven startup in the procurement space with broad partnerships across the automotive, construction, and manufacturing sectors, including Johnson & Johnson and Koch Industries. Together, the two discuss procurement from a distinct leadership perspective and the broad range of challenges, from keeping talent ahead of scaling to the post-pandemic realities of recovering supply chains. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

Guidance for Procurement Leaders in Recovering Supply Chains - with Edmund Zagorin of Arkestro and Len DeCandia of Johnson & Johnson

Today’s guest is Chris Helsel, Senior Vice President of Global Operations and Chief Technology Officer at The Goodyear Tire & Rubber Company. Despite the disparity in the predictions about self-driving cars that were made a decade ago, the era of automated transportation is close at hand. Chris joins the podcast today to discuss the enormous implications of the transition for numerous industries, from consumer goods to manufacturing and retail, and every industry that touches on transportation. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

Tires and Data Collection for Autonomous Vehicles - with Chris Helsel of Goodyear

Today’s guest is Dr. John Almasan, Head of AI & Emerging Technologies at TIAA. TIAA, or the Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a US-based insurance provider specializing in retirement services in areas like academia, research, healthcare, and government. Dr. Almasan joins Emerj CEO and Head of Research Daniel Faggella on today’s podcast to discuss AI in insurance with a focus on governance, talent, and innovation. Together, they cover practical use cases in customer experience, fraud detection, and marketing throughout the episode. If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

An Overview of AI for Wealth Management - What's Possible Today?

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