The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom Dumlao

Описание: Technology in wealth management isn’t just changing, it’s colliding with reality. Advisors are expected to deliver deeply personalized experiences, operate at consumer-grade speed and navigate increasing complexity, all on top of legacy systems never designed for this moment. As AI accelerates what’s possible, the real challenge isn’t adopting new tools, it’s rethinking how technology supports the advisor experience from the ground up.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Vestmark CTO Freedom Dumlao to go behind the curtain of modern wealthtech and unpack why advisor experience, data integration and agentic AI are now the real battlegrounds for scaling RIAs.

Key takeaways:

Why consumer software experiences are redefining advisor expectations at work
How integration challenges quietly drain time and limit true personalization
Why agentic AI is the real leap forward
Why the advisor’s moat is validation, not information
How compliance doesn’t kill innovation, it sharpens it

Resources:

Listen to WealthStack on Wealth Management: https://bit.ly/4jZQmKi
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0

Connect with Shannon Rosic:

LinkedIn:   / shannonrosic  
WealthStack website: https://informaconnect.com/wealthstack/
Wealth Management: https://www.wealthmanagement.com

Connect With Freedom Dumlao:

LinkedIn: Freedom Dumlao -   / freedomdumlao  
LinkedIn: Vestmark -   / vestmark  
Website: Vestmark - https://www.vestmark.com/

About Our Guest:

Freedom Dumlao is the Chief Technology Officer at Vestmark, where he leads the firm’s technology strategy with a focus on resilience, scalability, and building long-term client confidence. He brings a disciplined, hands-on approach shaped by senior leadership roles at Amazon, Zipcar, Flexcar, Wayfair, and Drift, including his work on the Alexa machine learning and AI platform. A strong advocate for open-source communities, Freedom also serves as a board member and treasurer of Ruby Central. Outside of work, he enjoys woodworking, cooking, and spending time with his two daughters building robots and experimenting with electronics.

#ShannonRosic #WealthManagement #FinancialAdvisors #WealthTech #FinancialPlanning #AdvisorTechnology #ArtificialIntelligence #PortfolioManagement #RIAPlatforms #ClientExperience #Automation #Personalization #Vestmark