Private banking is being redefined. Not by abandoning personal relationships, but by augmenting them with smarter technology, unified platforms, and proactive engagement that meets clients where they are.

In this episode, host Alex Jimenez sits down with Dean Indot, Director of the Private Client Group at Western Alliance Bank. With over 20 years in banking and wealth management, Dean brings a sharp perspective on what it takes to build a modern private client experience that balances high-touch advisory with high-tech enablement.

Together, they explore the emerging private client group model at Western Alliance, where AI is making the biggest impact in client onboarding today, how banks can unify retail and wealth into one cohesive experience, the influence of creator-led financial education on trust and client expectations, and what ...