Vishail Singh, Chief Investment Officer at OneWealth Investors, joins Samantha Viola Wilson on Intelligence Resources to show how AI actually shows up inside a wealth practice — and where he draws a hard line.

He walks through swapping Excel macros and half-day meeting prep for Claude market/macro research and Grok templates, why he won’t let AI pick stocks or “think for him,” and how robo-advisors already taught the industry that clients still want a human. They dig into compliance trails through meeting notes and Salesforce, research agents that run through Python to cut token burn, a private-market path for clients who keep asking how to get into OpenAI and Anthropic early, and personal experiments with Muse versus Grok on payments and guardrails.

Connect with Vishail:LinkedIn: https://www.linkedin.com/in/vishailsingh/Email: vishail@onewealthinvestors.com

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CHAPTERS0:00 Welcome — Vishail Singh, CIO, OneWealth Investors1:05 Background: manufacturing → banking → wealth1:43 Before vs after AI: Excel macros to meeting-ready2:14 Stack: ChatGPT, Claude, Grok (and early Muse)3:10 Claude for daily market/macro research3:19 Grok for Excel and asset-allocation templates4:06 Contain AI to one task — don’t let it loop4:12 Mistakes, hallucinations, and broken Claude skills5:01 Human in the loop + finance parameters6:05 Why AI doesn’t choose the stocks7:01 Fake “investment committees” and Reddit risk8:05 Robo-advisors failed — clients still want humans9:51 Coaching behavior vs AI that just agrees with you11:43 Will fees drop? What AI still can’t do14:18 Half-day prep → ready before the morning meeting15:27 Compliance, Zoom note-takers, and audit trails17:32 Salesforce + AI search instead of Excel hunts18:43 In-person notes, templates, and wearables20:26 Grok Bot workflow and token burn21:02 Python + agents as a research team23:09 Fighting AI slop with tight outputs25:13 Grok in the car / Tesla and family reactions28:29 Industries most disrupted (law, robotics, biotech)32:01 Fund, SPVs, and private access to AI names34:41 “How do I invest in OpenAI / Anthropic?”35:11 Personal AI: Muse marketplace test + payment guardrails39:24 Muse vs Grok Bot UX41:11 Blend of models (and Chinese AI / IPOs)42:35 Where to find Vishail — like, comment, subscribe

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