AI is transforming the wealth management industry, marking a shift from traditional human-driven practices to technology-powered intelligence. As firms move toward smarter, faster, and more personalized financial systems, AI is becoming central to decision-making and client engagement.
In the latest episode of the Analytics Insight podcast, host Priya Dialani speaks with Kamal Kishore, Chief AI and Technology Officer at Centricity WealthTech, about this rapid evolution. With AI adoption accelerating across the financial ecosystem, the conversation highlighted how wealth platforms are moving from basic digital tools to deeply integrated AI systems that enhance accuracy, speed, and personalization. Priya noted that the industry is no longer asking whether AI is needed, but how effectively it can elevate advisory experiences and client trust.