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AI Co-Pilots in Wealth Management
Manage episode 514069326 series 3520061
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In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Elemi Atigolo, Co-founder and Managing Partner of Consult Venture Partners, also known as ConsultVP, about the emergence of AI co-pilots in financial services.
Atigolo outlines how AI co-pilots differ from general generative AI tools and describes where they are being integrated into advisory workflows, including meeting intelligence, research, and client reporting.
The conversation explores both opportunities and risks: how co-pilots may increase advisor productivity and client capacity, the implications for firms that delay adoption, and the potential for agentic AI to take on multi-step tasks.
Chapters
1. Introduction to Trading Tomorrow (00:00:00)
2. Understanding AI Co-Pilots in Finance (00:05:32)
3. Key Use Cases in Wealth Management (00:09:52)
4. Building Compliant AI Solutions (00:13:46)
5. Establishing Trust with Clients (00:19:30)
6. Adoption and Business Opportunities (00:23:56)
7. Human-AI Partnership Model (00:28:33)
8. Steps for Successful Implementation (00:30:48)
55 episodes
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