• 373. McKinsey Insights on the Reinvention of Financial Services

  • 2025/04/22
  • 再生時間: 22 分
  • ポッドキャスト

373. McKinsey Insights on the Reinvention of Financial Services

  • サマリー

  • In this episode, Brad Hairston talks with Federico Berruti, partner at McKinsey & Company and head of the firm's automation practice, who explains how Enterprise AI is redefining many of the core processes across all sectors of the financial services industry.

    .

    Here’s what we talked with Federico about:

    *Why financial services companies of all shapes and sizes should embrace automation and AI the way the largest institutions did two decades ago

    *How AI is re-shaping the role of financial advisors, fund managers and analysts

    *How AI is improving portfolio optimization and asset allocation for institutional investors and asset managers

    *Asset managers leveraging AI to enhance client reporting and regulatory compliance

    *How AI is improving client engagement and retention in banks, credit unions and trusts

    *The ways some banks are excelling in deploying Enterprise AI

    *Navigating the regulatory and compliance considerations surrounding AI in financial decision-making

    *Emerging AI innovations that will have the most profound impact on financial services over the next five years

    .

    Visit us on our socials:

    🦾 Get started with SS&C Blue Prism: https://okt.to/JcMLdU

    🧑‍💻LinkedIn: https://okt.to/k8zIdp

    ✖️Twitter: https://okt.to/fHyd9G

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    📸Instagram: https://okt.to/5nYvIf

    💭Blog: https://okt.to/QuGqVP

    🤩Case studies: https://okt.to/ft1AMX

    .

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あらすじ・解説

In this episode, Brad Hairston talks with Federico Berruti, partner at McKinsey & Company and head of the firm's automation practice, who explains how Enterprise AI is redefining many of the core processes across all sectors of the financial services industry.

.

Here’s what we talked with Federico about:

*Why financial services companies of all shapes and sizes should embrace automation and AI the way the largest institutions did two decades ago

*How AI is re-shaping the role of financial advisors, fund managers and analysts

*How AI is improving portfolio optimization and asset allocation for institutional investors and asset managers

*Asset managers leveraging AI to enhance client reporting and regulatory compliance

*How AI is improving client engagement and retention in banks, credit unions and trusts

*The ways some banks are excelling in deploying Enterprise AI

*Navigating the regulatory and compliance considerations surrounding AI in financial decision-making

*Emerging AI innovations that will have the most profound impact on financial services over the next five years

.

Visit us on our socials:

🦾 Get started with SS&C Blue Prism: https://okt.to/JcMLdU

🧑‍💻LinkedIn: https://okt.to/k8zIdp

✖️Twitter: https://okt.to/fHyd9G

🙋‍♀️Facebook: https://okt.to/Vyjfiz

📸Instagram: https://okt.to/5nYvIf

💭Blog: https://okt.to/QuGqVP

🤩Case studies: https://okt.to/ft1AMX

.

To ensure that you never miss an episode of Transform NOW, be sure to subscribe!


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