In this episode of The Blunt Dollar, I sit down with Greg King, Senior Director and Head of Wealth Management at FactSet, to unpack how technology, AI, and data are fundamentally reshaping the wealth management industry.
With nearly three decades at FactSet, Greg has witnessed the evolution from spreadsheets to smart systems firsthand. We dive into what digital transformation really looks like inside large financial institutions, how AI agents are changing advisor workflows, and why trust remains the ultimate currency in finance even in a digital-first world.
🧠 How AI agents are transforming advisor workflows and saving hours of client prep time
📊 Why data quality and integration are the real foundation of successful digital transformation
🤝 The evolving role of advisors from portfolio managers to full-service financial concierges
🚀 What wealth platforms must get right to stay competitive in 2026 and beyond
🌍 Why staying curious is the most powerful career advantage in finance today
If you like AI in finance, wealth management innovation, and real-world insights from industry leaders, this one's for you.
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Enjoy the episode!
Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.
