Scaling AI in Asset & Wealth Management | Beyond The Noise Podcast

In the MDOTM podcast "Beyond The Noise," host Andrea Sala leads a discussion with Tomaso Migliore, Jim Hayes, Giovanni Incarnato, and Urs Polmieri about scaling AI in asset and wealth management. They address the paradox of AI's widespread discussion versus its limited implementation, emphasizing the need to focus on specific, high-traction use cases rather than broad experimentation. The panel highlights personalization and advisor support as key areas for AI impact, noting the shift towards customized portfolios and the challenges of managing and communicating about them at scale. They also explore barriers to AI adoption, including talent gaps, cultural differences between the U.S. and Europe, and the importance of aligning AI strategy with overall business objectives, advocating for a long-term perspective and starting with small, iterative projects to realize AI's competitive advantages.