Uploaded March 2026 | Updated September 2026, 2 weeks ago
AI is changing how advisors prepare, personalize, and engage, but the real shift happens when insight shows up inside daily workflows. Ted Stratigos shares what it takes to embed AI across advisor workflows, portfolio construction, and client engagement inside a large wealth organization, with real constraints around data, oversight, and adoption. You’ll see how firms decide which decisions to augment, which processes to automate, and where human judgment must remain in control, and where AI truly improves the economics and experience of advice.
AI is changing how advisors prepare, personalize, and engage, but the real shift happens when insight shows up inside daily workflows. Ted Stratigos shares what it takes to embed AI across advisor workflows, portfolio construction, and client engagement inside a large wealth organization, with real constraints around data, oversight, and adoption. You’ll see how firms decide which decisions to augment, which processes to automate, and where human judgment must remain in control, and where AI truly improves the economics and experience of advice.
