Listen "Harnessing AI for Wealth Management: A Conversation with SEI’s Allie Carey"
Episode Synopsis
In Episode 5 of "The Digital Phorum," hosts Michael Bachman and Peter Coffee delve into the transformative role of AI in wealth management with Allie Carey, Global Head of Strategy, Private Banking & Wealth Management Business. They explore the challenges and opportunities presented by AI technologies in making financial services more accessible and integrated. From leveraging AI to bridge data silos to the potential reconfiguration of financial processes, this episode sheds light on the future of wealth management in an increasingly digital world.
More episodes of the podcast The Digital Phorum
Episode 1: Coffee with Bach
10/02/2025
AI Isn’t the Plan—It Supports the Plan
07/04/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.