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AI in Wealth Management - Are We There Yet?

AI in Wealth Management - Are We There Yet?

The wealth management industry has been revolutionized by the advent of artificial intelligence (AI), which helps advisors better understand and anticipate clients’ needs. By gaining insights into customer behavior and preferences based on big data analytics, wealth managers can identify new avenues for growth and spot opportunities to better serve clients through personalized recommendations and improved efficiencies.

Join Columbia University’s Master of Professional Studies in Wealth Management program for an interactive panel discussion with four industry-leading practitioners as they provide a behind the scenes look into AI in the Wealth Management industry and discuss how advisors can leverage these technologies to enhance their own productivity and effectiveness while also ensuring that they remain relevant in an increasingly competitive marketplace.

Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.

Topics of Discussion

  • The evolution of AI in the wealth management industry
  • Current manifestations of AI including big data analytics, prospect profiling and prioritization, and 'Next Best Action' alerts
  • Potential ways AI will continue to shape the wealth management industry, and implications for individual advisors



Robert Kirk, Founder and CEO, InterGen Data

Matthias Kuhlmey, Chief Development Officer, Hightower Advisors; Special Topics in Wealth Management - Disruptive Trends Lecturer

Yelena Melamed, Head of Product, Catchlight

Nathan Stevenson, CEO, ForwardLane


Moderated by

Philipp Hecker, CEO, Bento Engine; Advisory Council Member


This event is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.

For further information please contact sps-wealthmanagement [[at]] columbia [[dot]] edu.

For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire [[at]] sps [[dot]] columbia [[dot]] edu.