Episode notes
In this Wealth Set Go podcast, Jim Roth, Partner at Ascentix Partners, speaks with Zack Khan, Co-Founder of Feathery, about what it means for RIAs to build AI into their operations. They discuss whether an AI-based approach to client service and firm workflows could let small and midsize RIAs increase capacity without a corresponding increase in headcount, possibly allowing independent firms to stay independent longer.
Khan contrasts single-user AI assistants with an AI-based redesign of workflows across an entire firm. They also discuss how client data can inform decisions and how firms can adjust workflows for evolving needs. In addition, Khan explains how Feathery is designed to sit above existing wealth management systems and support customizable workflows.
This episode is sponsored by Ascentix Partners.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.