🎙️ Podcast “The Future of Wealth Management: Why AI Training Programs Are Non-Negotiable “🎙️

Podcast
Written By Frédéric Sanz

In this deep-dive episode, we explore the critical role Artificial Intelligence (AI) plays in wealth management and why AI training is essential for family offices and trust companies. Logan hosts a dynamic discussion covering the challenges of compliance, data security, and the ethical considerations of AI adoption. They debate the risks of waiting for full regulatory clarity versus the benefits of adopting AI now, with proper training to navigate compliance and risk.

Learn how AI training programs can help wealth managers future-proof their operations. For more insights and training resources, visit fiduciacorp.com/services.

FIDUC-IA CORP: Mastering AI, Empowering Wealth

Frédéric Sanz

With over 20 years of elite financial expertise in Switzerland, I specialize in managing UHNWIs assets, leading high-performing teams, and driving innovation in wealth management. As a TEP, MSc., MAS, and Executive MBA with AI diplomas from MIT and Kellogg, I combine deep technical knowledge with strategic leadership for business growth.

A blockchain specialist, I deliver exceptional revenue growth while elevating client satisfaction. Fluent in Spanish, French, Italian, and English, I offer a global perspective, blending advanced AI-driven strategies with traditional wealth management.

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🎙️ Podcast Episode: AI and Wealth Management – Balancing Innovation with Human Oversight🎙️