Wealth Leadership Roundtable: Agentic AI in Wealth Management
Автор: Knomee
Загружено: 2025-12-15
Просмотров: 41
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Watch the full conversation between Marla Sofer (Founder, Knomee) and Gary Maier (Founder, 4CAMP; former CIO at UBS and BNY Mellon, and one of the original architects of BlackRock’s Aladdin).
The conversation around AI in wealth management is louder than ever, but clarity is rare. Marla and Gary go beyond the buzz to really understand what Agentic AI really means for the future of advice, personalization, and trust.
You’ll hear how next-generation AI systems are being designed to think, learn, and act with intent, and why that will redefine how advisors engage with clients, scale service, and strengthen relationships.
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