ED
AI in bankingGlobal
Rethinking banking modernization: navigating complexity and unlocking growth
with Eugene Denny, Lila Canaj & Illia Dragan
48 minJun 18, 2025
S3 · E14Wealth Management & Private Banks
From fragmented to unified: making AI work in wealth & private banking
Jules Bordat
Wealth & Private Banking
Jun 4, 202542 minGlobal
0:00 / 42:00
"Unify the advisor's day and the client experience follows."
Wealth and private banking run on relationships — but the tooling behind them is often fragmented. Jules Bordat explains how AI can unify the advisor's workflow without diluting the human touch clients pay for.
A grounded look at where AI creates leverage today, and where the hype still outpaces reality.
AI in bankingInnovationsModernization