Two Use-Cases of AI in Wealth Management - with Nirupam Sarkar of Fidelity Investments

Today’s guest is Nirupam Sarkar, VP of Data Science at Fidelity Investments, a legacy financial institution that presides over about $4.5 trillion in assets under management. In today’s episode, Nirupam discusses two workflows with broad applications across regulation-heavy industries. He also details use-cases involving summarization in wealth management and categorization in mutual funds. Nirupam also shares his thoughts on the future of leveraging and framing information to the essentials of decision-making at the highest levels of wealth management. If you’ve enjoyed or benefited from the insights in this episode, consider leaving a five-star review on Apple Podcasts and let us know what you learned, found helpful, or liked most about this show!