Innovation at Scale | Purva Sule, Vineet Mohan | Advisor Ally Ep 18

Описание: What does it really take to drive digital transformation and AI-led innovation inside global financial institutions, and actually make it work at scale?

In this episode, Vineet Mohan sits down with Purva (Indurkar) Sule, a seasoned financial services leader with over 20 years of experience across Wealth Management and Retail Banking, spanning strategy, digital platforms, data, partnerships, and product leadership.

Purva has led enterprise-scale transformations at institutions like Northern Trust and BMO, where she modernized client and advisor platforms, integrated AI-powered solutions, redesigned operating models, and unlocked value through fintech and SaaS ecosystems. Her operating experience is grounded in a strong strategy foundation from McKinsey, complemented by an entrepreneurial perspective as a founder and startup advisor.

The conversation explores:
What innovation at scale really means inside large banks
How leaders decide build vs buy vs partner
Why AI adoption in wealth management is accelerating
The balance between human judgment and digital intelligence
What it takes to lead teams, platforms, and portfolios through inflection points

This episode is especially relevant for:

Wealth & asset management leaders
Digital, product, and AI transformation teams
Fintech founders and partnership leaders
Consultants and operators navigating large-scale change

🎬 Trailer runs until 00:02:36 — the full podcast begins immediately after.

⏱️ Detailed Timestamps

00:00 – 02:36 — 🎬 Podcast Trailer
Career journey, innovation at scale, AI in wealth management

🎙️ Full Conversation

02:36 – 03:12 — Welcome & reconnecting in Chicago
03:12 – 04:08 — Life in Chicago & long-term roots

04:08 – 04:58 — Purva’s career arc: strategy, platforms & leadership
04:58 – 05:52 — McKinsey foundations: problem-solving & prioritization
05:52 – 06:44 — Lessons from entrepreneurship & operating in ambiguity

06:44 – 07:34 — Leading transformation inside large institutions
07:34 – 08:26 — Why organizational behavior matters more than org charts

08:26 – 09:18 — From founder to bank leader: navigating the shift
09:18 – 10:08 — Defining “innovation at scale”
10:08 – 11:02 — Startup risk vs institutional leverage

11:02 – 12:05 — Northern Trust: modernizing wealth platforms end-to-end
12:05 – 13:02 — Platform, data & AI as growth enablers

13:02 – 14:01 — Strategy before technology
14:01 – 15:01 — Capital allocation, prioritization & trade-offs
15:01 – 16:02 — Execution rigor in complex environments

16:02 – 17:06 — Build vs Buy vs Partner: how leaders decide
17:06 – 18:18 — What fintech partnerships get right—and wrong
18:18 – 19:18 — What banks should never outsource

19:18 – 20:20 — Creating seamless client & advisor experiences
20:20 – 21:20 — Big banks vs independents: competing or coexisting?

21:20 – 22:18 — Wealth management as a human business
22:18 – 23:20 — AI in wealth: where real value is emerging

23:20 – 24:28 — Speed of AI adoption across advisors
24:28 – 25:36 — From advisor tools to client-facing intelligence

25:36 – 26:42 — Agent AI, personalization & planning at scale
26:42 – 27:30 — Democratizing access to wealth insights

27:30 – 28:28 — Netflix-style personalization in financial services
28:28 – 29:22 — Early adopters vs fast followers in AI

29:22 – 30:10 — Why waiting is no longer an option
30:10 – 31:12 — Leadership beyond work & community involvement
31:12 – 32:20 — Final reflections & closing thoughts

🔗 Connect & Learn More

👉 Connect with Purva (Indurkar) Sule on LinkedIn
  / purvasule  

👉 Know more about FastTrackr AI
https://fasttrackr.ai/