Whiskey&WealthTech
Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
Whiskey&WealthTech
Transforming WealthTech with Agentic AI and Raising a Glass to Two Years of Whiskey & WealthTech
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Alex Serman
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Season 1
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Episode 25
In this milestone episode of Whiskey and WealthTech, host Alex Serman welcomes back Nayan Madhamshettiwar, Managing Director of Professional Services at First Rate. Together, they celebrate two years of the podcast with a toast to Amrut Fusion, the world's best whiskey of 2024. The conversation dives deep into the advancements in AI within wealth management, exploring the transformative potential of Agentic AI. Nayan explains how this next-generation technology moves beyond large language models to deliver goal-oriented, compliant, and efficient solutions, transforming client-advisor interactions and driving innovation across the industry. Don’t miss insights on AI trends and the future of wealth management.