Emerging Technologies
AI, wealth management and trust: Could machines replace human advisors?
Trust is at the very heart of successful financial advice relationships, but can AI ever replace the trust people have in their human financial advisors?
Sandeep Mukherjee
Sandeep is the Founder of Tagor AI Inc., which specializes in AI-native strategies and engineering in financial advice and wealth management. He is also a Senior Advisor on AI product development for Alpheya.
His expertise includes AI strategy, product development and AI engineering as wealth management and investment management firms look to adapt and integrate AI into their organizations across enterprise functions and business units, in a way that better prepares them for the coming wave.
He has over 15 years of expertise in financial services and digital transformation, with a career spanning wealth management, consumer banking, and insurance across North America and Asia. He previously held roles at McKinsey & Company in New York, Standard Chartered Bank in Asia and Deloitte Canada.
Sandeep has an MBA in Finance from the Wharton School, University of Pennsylvania, where he graduated as a Palmer Scholar and a BS Physics & Mechanical Engineering from BITS Pilani India.
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