Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
23. Can Gen AI Solve the Financial Industry’s Data Problem? Sandeep Mangaraj Thinks So
When it comes to leveraging AI to scale financial services, you’d be hard-pressed to find a bigger proponent than Sandeep Mangaraj, co-founder and managing partner of Aileron Group. The data problem of the financial world has always been a sticking point. The avalanche of disorganized data with no easy way to analyze and access it has left financial professionals scratching their heads for decades now.
Enter AI. As Sandeep sees it, generative AI is on the verge of a massive breakthrough that will lead to better data utilization than ever before. Tune in to hear this exciting conversation!
Resources Mentioned in This Episode:
Connect with us!