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Episode 4: Strategic AI Adoption for Asset Managers and Enterprise Decision Makers

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 4

Strategic AI Adoption for Asset Managers and Enterprise Decision Makers – Featuring Robert Kubin, Head of Sales for Central Europe, Amundi 

"The first important decision the C-suite needs to make is that AI is not a threat, but it's actually going to help us." - Robert Kubin 

Asset management faces a unique challenge: heavy technology investments that fail to deliver productivity gains. With pricing constraints, regulatory pressure, and demands for growth, AI offers a path forward—but only for firms that move beyond incremental fixes to strategic transformation. 

Joining us for Episode 4 is Robert Kubin, Head of Sales for Central Europe at Amundi, one of Europe's largest asset managers. With over 20 years of experience across asset management, insurance, and consulting, Robert shares practical insights on embedding AI into core workflows that deliver measurable ROI. 

What you'll learn in this episode: 

  • Why asset management's unique characteristics make it ideal for AI adoption
  • How to move beyond "plugging holes" in legacy systems to comprehensive AI strategy
  • Where to start: process improvement vs. decision-making enhancement
  • Real use cases delivering quick wins: KYC automation and marketing material production
  • The build vs. buy framework based on organization size and capabilities
  • How to quantify ROI: from headcount savings to scaling without proportional costs
  • Making AI part of your organizational DNA through champions and governance 

This conversation is a must-listen for: 

  • COOs and CTOs navigating legacy infrastructure modernization
  • Business unit leaders tasked with scaling operations without adding headcount
  • Product and commercial leaders exploring AI-enabled competitive positioning
  • Compliance and risk officers seeking to streamline regulatory processes
  • Finance leaders improving profitability within pricing constraints 

Listen below ↓

The podcast episodes are also available on Spotify or Apple.

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