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The future of the wealth management industry isn’t going to be dominated by robots. Instead, it will be an evolving hybrid market in which human advisors use digital techniques to gather data and generate thoughtful, and more precise recommendations faster and more objectively than they do today. When it comes to artificial intelligence, the challenge is not fending off extinction, it is shifting skills. Can CTOs be the changemakers that help advisors adapt?
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Nick Graham, chief technology officer at Cambridge, about the opportunities AI creates when it comes to financial advice, and how Cambridge is staying ahead of the curve.
RELATED: Advisors and AI
Shannon and Nick discuss:
- How Cambridge is approaching AI trends
- What technology advisors are asking for the most
- The next frontier of generative AI
- How the role of the CTO has changed
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About Our Guest:
Nick Graham joined Cambridge in 2017 and currently serves as a member of Cambridge’s Executive Council. Graham has more than 25 years of experience in product development, consulting services, and business development across a variety of markets, including the financial services industry. In his current role, he leads one of the most innovative financial professional workstations in the industry, featuring financial professional-friendly technology that is customizable for the broadest range of independent business models across financial professional business channels. Graham was named Chief Technology Officer of the Year by WealthManagement.com1 at the 2021 Industry Awards. He is a member of the Fairfield Economic Development Association Board of Directors and earned a Bachelor of Science degree from Clemson University.
