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Wealthies Circle

Wealthies Circle Podcast: AI Use Cases in Wealth Management

FP Alpha's Andrew Altfest and TIFIN Wealth's Niharika Shah discuss how AI can help advisors run a better business, delight clients and streamline their operations.


The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging technology to better work with clients and gain operational leverage? 

Join our esteemed group of experts building out these AI applications as they discuss how you can run a better business, delight clients and streamline your operations.

Our Panelists:

  • Andrew Altfest, Founder and CEO, FP Alpha
  • Niharika Shah, EVP, Chief Growth Officer, TIFIN Wealth

Listen to the Wealthies Circle Podcast

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