Harnessing AI for Wealth Management: A Conversation with SEI’s Allie Carey

AI Isn’t the Plan—It Supports the Plan

In this episode of Digital Phorum, hosts Mike Bachman (Boomi) and Peter Coffee (Salesforce) sit down with Avi Patel, Chief Marketing Officer and Chief Data Scientist at Fulton Bank, to dive deep into the evolving role of AI in regulated industries like banking and healthcare. From machine learning to generative AI, Avi shares candid insights on how companies can harness these technologies to create better customer outcomes—without falling for the hype. Whether you're an innovator, investor, or industry practitioner, this episode offers grounded perspective on AI’s present capabilities, future potential, and the human-centered strategies needed to unlock it all.

Harnessing AI for Wealth Management: A Conversation with SEI’s Allie Carey

In Episode 5 of "The Digital Phorum," hosts Michael Bachman and Peter Coffee delve into the transformative role of AI in wealth management with Allie Carey, Global Head of Strategy, Private Banking & Wealth Management Business. They explore the challenges and opportunities presented by AI technologies in making financial services more accessible and integrated. From leveraging AI to bridge data silos to the potential reconfiguration of financial processes, this episode sheds light on the future of wealth management in an increasingly digital world.

Navigating the AI Revolution: A User-Centric Approach to Innovation

In this insightful episode of PACT's Digital Phorum, hosts Michael Bachman (Boomi) and Peter Coffee (Salesforce) dive into the transformative world of AI with guest Mike Gadsby, Chief Innovation Officer at O3. They explore how AI reshapes user experiences and the crucial role of design in technology deployment. Tune in for a deep dive into the pivotal moments of AI development and the human-centered philosophy guiding its evolution.

Episode 2: Unpacking the AI and Data Revolution

Welcome to The Digital Phorum, your biweekly deep dive into AI, data, and emerging technologies, brought to you by the Philadelphia Alliance for Capital and Technologies. In this episode, hosts Mike Bachman (Boomi) and Peter Coffee (Salesforce) explore critical questions like: Are we running out of data? How does sample bias shape our AI models? And what role does synthetic and unstructured data play in AI’s future? With insightful examples ranging from Teslas dodging potholes to the challenges of anonymized data, this conversation will leave you questioning how we create, govern, and utilize data. Prepare for the ultimate tech event of the year—register now for the Phorum Enterprise Technology Conference on April 22, 2025, at the Comcast Technology Center in Philadelphia. Visit philadelphiapact.com/phorum to secure your spot!

Episode 1: Coffee with Bach

Welcome to the debut episode of The Digital Phorum, presented by the Philadelphia Alliance for Capital and Technologies (PACT). As we gear up for the 2025 Phorum Technology Conference on April 22 at the Comcast Technology Center, this podcast will bring you cutting-edge insights into AI and emerging technology. In this episode, hosts Michael Bach (Boomi) and Peter Coffee (Salesforce) dive into the evolving AI landscape, the rise of open-source models like DeepSeek, and how decentralized AI is reshaping the industry. They explore the VisiCalc moment—how accessible AI is changing business innovation—and the essential role of human oversight in AI development. 🔍 Key topics covered: · The DeepSeek AI revolution and why it matters · The risks of AI models training on AI-generated data · Why emerging tech isn't optional—it's a necessity · How AI is redefining education, business, and decision-making Stay tuned for more conversations leading up to PACT’s 2025 Phorum Technology Conference, where industry leaders explore the future of digital transformation. 🎧 Subscribe now and don’t miss an episode as we uncover the latest in AI and enterprise tech. Learn more about the Digital Phorum (and sign up for updates!) at https://philadelphiapact.com/the-digital-phorum-podcast/.