Beyond the Buzz of AI in Finance

Inside the AI Shift: What Wealth Managers Need to Know Now

In Episode 2 of Wealth Insider, we sit down with Albert Geisler Fox, CEO of Performativ, to go beyond the buzz and uncover how AI is truly being used across the financial sector, and what that means for wealth managers today.

From AI-generated avatars at UBS to back-office automation at scale, Albert shares the real-world shifts he’s seeing in finance, and how organizations can harness AI to empower advisors, not replace them.

Drawing from Performativ’s own product development and client experiences, he highlights how AI is unlocking new efficiencies, boosting personalization, and reshaping everything from compliance to cash flow forecasting.

We also dive into:

• Where agentic AI fits into the future of finance
• Why emotional intelligence still defines great advisors
• What skills tomorrow’s wealth managers will need to succeed
• How Performativ is applying AI across its platform and operations

Whether you're AI-curious or already investing in smart tools, this conversation cuts through the noise and offers a clear view of what’s next, and what actually matters.

Watch the full episode below and get inspired to rethink how AI can support human-centered wealth management.