In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kartik Srinivasan, President of the Advyzon Institutional. Kartik shares why Advyzon expanded into the family office segment, what makes Auria different, and how purpose-built workflows, entity modeling, and deeply integrated CRM capabilities are transforming how UHNW firms operate. From the challenges of best-of-breed tech stacks to the hidden costs of weak integrations, Kartik offers a candid look at what t...
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In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kartik Srinivasan, President of the Advyzon Institutional. Kartik shares why Advyzon expanded into the family office segment, what makes Auria different, and how purpose-built workflows, entity modeling, and deeply integrated CRM capabilities are transforming how UHNW firms operate. From the challenges of best-of-breed tech stacks to the hidden costs of weak integrations, Kartik offers a candid look at what t...
AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy
The WealthTech Podcast
50 minutes
8 months ago
AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Doug Fritz and Michael Perez of F2 Strategy. They explore how AI has moved from hype to real-world adoption, particularly in areas like automated note-taking, client communications, and document processing. The discussion also highlights the increasing role of AI agents and the operational efficiencies they unlock. Michael shares how family offices are modernizing from paper-heavy processes to sophisticated digital...
The WealthTech Podcast
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kartik Srinivasan, President of the Advyzon Institutional. Kartik shares why Advyzon expanded into the family office segment, what makes Auria different, and how purpose-built workflows, entity modeling, and deeply integrated CRM capabilities are transforming how UHNW firms operate. From the challenges of best-of-breed tech stacks to the hidden costs of weak integrations, Kartik offers a candid look at what t...
