AI is changing financial services — but not in the way most people think.
In this episode of CTO Confidential, Mike Rispoli sits down with Damon Gatison, SVP and Head of North America at Synthesis, to talk about how AI, data, governance, and emerging investment products are reshaping wealth management, asset management, and financial services.
We get into why AI is not just “ChatGPT for finance,” how proprietary models are helping advisors make better decisions, the importance of data governance and cybersecurity, and why human accountability still matters when machines start making recommendations.
Damon also shares lessons from 25+ years in financial services, including career advice for young professionals entering a tough job market.
In this episode, we cover:
- How AI is being used in wealth management and asset management
- Why financial advisors need better data, not just more tools
- The risk of AI commoditizing advice
- Crypto, ETFs, private markets, and exotic investment products
- Data governance, cybersecurity, fraud, and compliance
- Why customized AI models matter in financial services
- The future of investing, regulation, and financial education
- Career advice for young professionals and engineers
Guest: Damon Gadison
SVP & Head of North America at Synthesis
Links:
Synthesis: https://www.synthesis.inc
Damon on LinkedIn: https://www.linkedin.com/in/damon-gatison
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