AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset
The WealthTech PodcastShow Notes
In this episode of host Mark Wickersham, Director of Startegic Partnerships at Asseta AI, sits down with Kelly Wagman, Director of AI Strategy at Cresset. Together they explore what it really takes to adopt AI safely, strategically, and effectively inside a wealth management firm. In this episode, we cover: ✅Why giving employees access to approved AI tools is a security best practice ✅ How to build an AI policy that balances experimentation with compliance ✅ The importance of keeping a...
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