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The future of the wealth management industry will not be dominated by robots. Instead, it will be an emerging hybrid market in which human advisors use digital techniques to gather data and generate thoughtful and more accurate recommendations faster and more objectively than today. When it comes to artificial intelligence, the challenge isn't to protect against extinction, it's to change capabilities. Can CTOs be the changemakers that help advisors adapt?

In this episode, Shannon Rosic, director of content and solutions at WealthStack, talks to Nick Graham, chief technology officer at Cambridge, about the possibilities AI is creating when it comes to financial advice and how Cambridge is staying ahead of the curve.

Shannon and Nick discuss:

• How Cambridge is approaching AI trends
• What technology advisors are looking for most
• The next frontier of generative AI
• How the role of the CTO has changed

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About our guest:

Nick Graham joined Cambridge in 2017 and currently serves as a member of the Cambridge Executive Council. Graham has more than 25 years of experience in product development, consulting services and business development in a variety of markets, including the financial services industry. In his current role, he leads one of the most innovative financial professional workstations in the industry, featuring friendly financial professional technology that is customizable for the widest range of independent business models across financial professional business channels. Graham was named Chief Technology Officer of the Year by WealthManagement.com1 at the 2021 Industry Awards. He is a member of the Board of Directors of the Fairfield Economic Development Association and earned a Bachelor of Science degree from Clemson University.