Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young

The future of wealth management technology is intertwined with the power of generative AI. Microsoft’s strategic partnerships with industry leaders and the development of Microsoft Teams as a platform for collaboration and data aggregation demonstrate the practical applications of this technology. With generative AI, firms can unlock valuable insights, streamline processes, and deliver personalized advice beyond managing investment portfolios.

In this episode, Jack talks with Amy Young, Director of Strategic Partnerships at Microsoft’s Financial Services business. Amy uses her capital markets, wealth management, and consulting background to ignite and structure innovative strategic partnership opportunities with Microsoft’s largest financial services customers worldwide. These partnerships focus on using generative AI to monetize data and enhance experiences.

Amy talks with Jack about generative AI and its impact on wealth management technology. She highlights the importance of product partnerships, co-innovation, and joint go-to-market strategies in building true partnerships. Amy also explores the potential of Microsoft Teams as a platform for aggregating data and streamlining communication between advisors and clients.