Episode 3: Scaling Growth in Asset Management with AI-Ready Data
Part of our podcast series: How AI is transforming Asset & Wealth Management
Welcome to 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 3
Scaling Growth in Asset Management with AI-Ready Data – Featuring Frank Hattann, CCO, Ocorian
“You cannot work around AI anymore. If you're not using it, your clients will ask why not.” - Frank Hattan
AI is reshaping the very fabric of financial services—from how firms analyse data to how they reach clients, deliver value, and structure pricing models.
Joining us for Episode 3 is Frank Hattann, Chief Commercial Officer at Ocorian, with a career that spans both tech-native organisations like Microsoft and traditional financial institutions. Frank shares his candid view on what it really takes to move from legacy processes to digitally enabled, AI-enhanced operations.
What you’ll learn in this episode:
- Why AI adoption is no longer optional - even in high trust, people-heavy service environments
- How AI is helping firms leapfrog legacy systems to streamline outreach, pricing and service models
- Where to find quick win through AI in data analysis, commercial strategy and client engagement
- Why the firms that embrace process intelligence - not just product - will lead in a new era
- The risk of being left behind in an inductry where standards are forming fast
This conversation is a must-listen for:
- A senior leader navigating AI adoption in a legacy financial organisation
- A commercial, operations, or digital transformation leader in wealth or asset management
- Curious how to upskill your team and evolve your service and pricing model
- Looking for actionable ways to balance human expertise with AI-enhanced delivery
Listen below ↓
The podcast episodes are also available on Spotify or Apple.
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.