From data to AI: how wealth managers can evolve to meet rising client expectations

In this video interview, Cory McCruden, managing director at EY, speaks with Elisa Battaglia Trovato, deputy editor at PWM, about the mounting digital pressures facing wealth managers. Ms McCruden explores how rising client expectations, shaped by experiences beyond wealth management, are driving firms to modernise their digital offerings and deliver more personalised services. She emphasises the importance of aligning data strategies with business goals, fostering cross-functional collaboration, and adapting digital transformation efforts to organisational culture.

The discussion also highlights the growing impact of generative AI in enhancing client experiences and adviser productivity and offers valuable perspectives on how innovation and leadership alignment are essential to staying competitive in an increasingly digital financial landscape.

This video interview, filmed at the Financial Times headquarters in London alongside a series of roundtable discussions, marks the first in a new series of video features exploring critical themes such as People vs Platform, AI transformation and the role of start-ups. These discussions were organised on the margins of the PWM Wealth Tech Awards, an event that celebrates excellence and innovation in the wealth management industry.