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

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.