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April 22, 2025 21 mins

In this episode, Brad Hairston talks with Federico Berruti, partner at McKinsey & Company and head of the firm's automation practice, who explains how Enterprise AI is redefining many of the core processes across all sectors of the financial services industry.

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Here’s what we talked with Federico about: 

*Why financial services companies of all shapes and sizes should embrace automation and AI the way the largest institutions did two decades ago 

*How AI is re-shaping the role of financial advisors, fund managers and analysts

*How AI is improving portfolio optimization and asset allocation for institutional investors and asset managers

*Asset managers leveraging AI to enhance client reporting and regulatory compliance

*How AI is improving client engagement and retention in banks, credit unions and trusts

*The ways some banks are excelling in deploying Enterprise AI

*Navigating the regulatory and compliance considerations surrounding AI in financial decision-making

*Emerging AI innovations that will have the most profound impact on financial services over the next five years 

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