FutureProof Advisor Podcast5 Heinä 2023

The Future of Fintech with Generative AI in Wealth Management with Rohit Agarwal

On this episode of Bridging The Gap, Matt is joined by Rohit Agarwal, innovative entrepreneur and Co-Founder and Co-CEO of Sora Finance.

Rohit begins by sharing his journey, his fascination with life events, and how his diverse career has shaped his passion for making a positive impact and improving the human condition.

Rohit then dives into the problem of Americans being taken advantage of when it comes to debt, which he shares is part of what led to the creation of Sora Finance. His platform offers a credit management solution and debt optimization to support financial advisors and RIAs in working with their clients.

Rohit also discusses the potential of generative AI in tasks like proposal creation and communication, and how he lives that technology should augment financial advisors and automate time-consuming tasks rather than replace human advisors completely.

Rohit Agarwal Bio:

Rohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika (2). He is currently the co-founder and co-CEO of Sora Finance, a fintech company providing liability optimization as a service to financial advisors. Previously, Rohit was the Head of Kiva USA where he was responsible for all lending across the country to small businesses. Rohit also worked as a consultant in McKinsey & Company's San Francisco office and is the former Generation USA CEO, a job training program for unemployed youth. Additionally, Rohit was a public high school teacher in Harlem, NY via the Teach For America program and spent two years as an investment banker with Banc of America Securities. In terms of education, Rohit holds the following:

JD from Northwestern University Pritzker School of Law
MBA from Northwestern University Kellogg School of Management
Bachelors in Economics from Emory University

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(200)

Why Your AI Isn't Delivering ROI

The reason most AI pilots fail isn't the technology — it's the execution. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the theme running th...

23 Syys 24min

What Happens after the AI Hype?

The gap between what AI can do and what most firms are actually getting out of it isn't a technology problem — it's a process problem. In this episode of The FutureProof Advisor, I explore why so many...

3 Syys 24min

Q&A: Why Successful Firms Struggle to Innovate

There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon join...

20 Elo 19min

AI Isn't Killing Jobs. It's Creating a New Economy.

The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happenin...

6 Elo 20min

AI Doesn't Create Value. Your Process Does.

The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the...

24 Heinä 24min

Even the Pope is Talking about IAI. Your Clients are Too.

The conversation around AI has officially moved beyond the technology sector — and the implications for wealth management are worth paying attention to. In this episode of The FutureProof Advisor, I e...

9 Heinä 23min

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Kesä 25min

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Kesä 22min