Dan Bjerke, President of Digital Wealth at InvestCloud, joins us to discuss how the firm is tackling one of wealth management’s biggest pain points — fragmented technology and siloed data. With 35 years in financial services technology, Dan explains how disconnected systems drain advisor productivity and weaken client experiences. He outlines InvestCloud’s approach to unifying systems through a digital data warehouse, workflow automation, and AI tools that streamline onboarding, meetings, portfolio management, and next-best-action recommendations — all while maintaining strict security and compliance.
Dan also highlights the growing role of alternative investments, the need to scale them beyond the ultra-wealthy, and how smart technology can make that possible. From real-time “chat with your data” dashboards to practical steps for breaking down silos without costly overhauls, Dan shares how firms can unlock efficiency, strengthen relationships, and drive organic growth by tackling targeted use cases and building momentum over time.
Resources: InvestCloud
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