Episode 13 of Zero Basis Points brings together Haik Sahakyan, George Guidotti, and our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology. With over 25 years in the industry, Craig is a seasoned product leader who’s seen it all in wealthtech, from server rooms and CDs to the cloud era and now the rise of AI. Drawing on his experience at the leading firms, he shares what it takes to build technology that truly empowers advisors — and how AI and data ownership are set to define the next era of the industry.

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