Episode 2: Driving AI Adoption in Wealth and Asset Management
Part of our podcast series: Leveraging AI
Continuing our exclusive podcast series exploring how artificial intelligence is reshaping the asset and wealth management industry. In each episode, we sit down with industry leaders to uncover how AI is driving smarter decisions, streamlining operations, and enhancing client outcomes—powered by data you can trust.
Episode 2
From Strategy to Scale - Featuring Deep Ratna, Chief AI Officer, Franklin Templeton
“It’s not about implementing AI for the sake of it. It’s about solving real business problems and proving value - fast.” - Deep Ratna
What does it take to move beyond AI experimentation and into enterprise-level impact?
In this episode, Deep Ratna, Chief AI Officer at Franklin Templeton joins CEO and Head of Research at Emerj, Daniel Faggella, to explore how financial institutions are scaling AI with strategic intent. The conversation unpacks the ROI equation for AI, the importance of trustworthy data, and why a “build vs. buy” framework is no longer binary.
What you’ll learn in this episode:
- Why clean, business-aligned data is foundational to AI success
- How to balance short-term wins with long-term AI scalability
- What executives need to consider before investing in generative AI
- When to partner, buy, or build AI capabilities – and how to decide
- How AI is reshaping client experience and personalization strategies
This conversation is a must-listen for:
- C-level executives shaping data and technology strategy
- Heads of Innovation, AI, and Digital Transformation in financial services
- Asset and wealth managers exploring next-gen operational models
- Anyone seeking clarity on AI ROI, risk, and scale in a regulated environment Innovation, data, and compliance professionals exploring real AI use cases
Listen below ↓
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Missed Episode 1? Catch up here
Nexus powers growth, innovation and connection
In a complex, fast-changing investment landscape, data is your competitive edge. That’s why we created Nexus—a single, integrated platform that connects asset managers, wealth managers, and data partners with trusted, AI-ready data. With over 30 years of expertise, FE fundinfo turns data complexity into a strategic asset.