In this episode of the PULSE Check podcast, Julian Schillinger, CEO and Co-Founder of Privé Technologies, joins our host Salomon Wettstein to explore how banks and wealth managers can unlock hyper-personalised advisory with AI and automation.

Key discussion points include:

• The evolution of investment advisory: Moving from product push to needs-based recommendations.

• Hyper-personalisation at scale: How to deliver tailored advice to every client, not just the wealthy few.

• Smart automation: Reducing manual work so advisors can focus on relationships, not paperwork.

• Making advisory future-ready: Why modular, cloud-based platforms are key to modernising the experience.

Tune in to Episode 18 for a forward-looking conversation on the future of wealth management — and how institutions can stay ahead.

In this episode of the PULSE Check podcast, Julian Schillinger, CEO and Co-Founder of Privé Technologies, joins our host Salomon Wettstein to explore how banks and wealth managers can unlock hyper-personalised advisory with AI and automation.

Key discussion points include:

• The evolution of investment advisory: Moving from product push to needs-based recommendations.

• Hyper-personalisation at scale: How to deliver tailored advice to every client, not just the wealthy few.

• Smart automation: Reducing manual work so advisors can focus on relationships, not paperwork.

• Making advisory future-ready: Why modular, cloud-based platforms are key to modernising the experience.

Tune in to Episode 18 for a forward-looking conversation on the future of wealth management — and how institutions can stay ahead.