Episode 11: No Bottlenecks
September 5, 2025
52 mins
In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges of data management, and the value of their podcast as a platform for discussion.
Summary
In Episode 11 of Zero Basis Points, Haik Sahakyan and George Guidotti unpack their takeaways from the Cambridge Ignite conference and how large institutions are beginning to apply AI in real operational workflows. They break down the everyday bottlenecks that slow firms down, why meaningful AI adoption starts with unglamorous back-office tasks, and how early implementations are already delivering major time savings. The episode also gets into industry reactions to AI agents, the importance of human expertise in shaping agent logic, and what these shifts signal for the future of advisor operations.
Key Topics Covered
- Takeaways from the Cambridge Ignite conference and how firms are approaching AI
- Why AI adoption starts with everyday operational bottlenecks
- Real examples of workflow automation and dramatic time savings
- How large institutions think about deploying AI at scale
- The role of human expertise in shaping and supervising AI agents
- What these early AI implementations signal for the future of advisor operations
Timecode
00:00 Introduction and Episode Overview
02:50 Personal Updates and Fitness Journey
05:34 Work and Collaboration at ARQA
08:29 AI in Wealth Management and Cambridge Ignite Insights
11:19 AI Adoption Challenges and Opportunities
17:17 Misinterpretations of AI Capabilities
20:21 Upcoming Wealthies Event
27:37 The Future of AI: Beyond Digital Workflows
30:35 Human Experience in the Age of AI
37:43 Final Thoughts & What's Next
Never Miss an Episode
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Featured episodes
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Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 11: No Bottlenecks
September 5, 2025
52 mins
In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges of data management, and the value of their podcast as a platform for discussion.
Summary
In Episode 11 of Zero Basis Points, Haik Sahakyan and George Guidotti unpack their takeaways from the Cambridge Ignite conference and how large institutions are beginning to apply AI in real operational workflows. They break down the everyday bottlenecks that slow firms down, why meaningful AI adoption starts with unglamorous back-office tasks, and how early implementations are already delivering major time savings. The episode also gets into industry reactions to AI agents, the importance of human expertise in shaping agent logic, and what these shifts signal for the future of advisor operations.
Key Topics Covered
- Takeaways from the Cambridge Ignite conference and how firms are approaching AI
- Why AI adoption starts with everyday operational bottlenecks
- Real examples of workflow automation and dramatic time savings
- How large institutions think about deploying AI at scale
- The role of human expertise in shaping and supervising AI agents
- What these early AI implementations signal for the future of advisor operations
Timecode
00:00 Introduction and Episode Overview
02:50 Personal Updates and Fitness Journey
05:34 Work and Collaboration at ARQA
08:29 AI in Wealth Management and Cambridge Ignite Insights
11:19 AI Adoption Challenges and Opportunities
17:17 Misinterpretations of AI Capabilities
20:21 Upcoming Wealthies Event
27:37 The Future of AI: Beyond Digital Workflows
30:35 Human Experience in the Age of AI
37:43 Final Thoughts & What's Next
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 11: No Bottlenecks
September 5, 2025
52 mins
In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges of data management, and the value of their podcast as a platform for discussion.
Summary
In Episode 11 of Zero Basis Points, Haik Sahakyan and George Guidotti unpack their takeaways from the Cambridge Ignite conference and how large institutions are beginning to apply AI in real operational workflows. They break down the everyday bottlenecks that slow firms down, why meaningful AI adoption starts with unglamorous back-office tasks, and how early implementations are already delivering major time savings. The episode also gets into industry reactions to AI agents, the importance of human expertise in shaping agent logic, and what these shifts signal for the future of advisor operations.
Key Topics Covered
- Takeaways from the Cambridge Ignite conference and how firms are approaching AI
- Why AI adoption starts with everyday operational bottlenecks
- Real examples of workflow automation and dramatic time savings
- How large institutions think about deploying AI at scale
- The role of human expertise in shaping and supervising AI agents
- What these early AI implementations signal for the future of advisor operations
Timecode
00:00 Introduction and Episode Overview
02:50 Personal Updates and Fitness Journey
05:34 Work and Collaboration at ARQA
08:29 AI in Wealth Management and Cambridge Ignite Insights
11:19 AI Adoption Challenges and Opportunities
17:17 Misinterpretations of AI Capabilities
20:21 Upcoming Wealthies Event
27:37 The Future of AI: Beyond Digital Workflows
30:35 Human Experience in the Age of AI
37:43 Final Thoughts & What's Next
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 11: No Bottlenecks
September 5, 2025
40 mins
Haik Sahakyan and George Guidotti return for Episode 11 of Zero Basis Points. Haik shares insights from the Cambridge Ignite conference, while George brings perspective from RIA conversations and industry momentum. Together, they explore how AI is reshaping workflows, why adoption starts with the unglamorous bottlenecks, and what lies ahead for wealth management.
Summary
In Episode 11 of Zero Basis Points, Haik Sahakyan and George Guidotti unpack their takeaways from the Cambridge Ignite conference and how large institutions are beginning to apply AI in real operational workflows. They break down the everyday bottlenecks that slow firms down, why meaningful AI adoption starts with unglamorous back-office tasks, and how early implementations are already delivering major time savings. The episode also gets into industry reactions to AI agents, the importance of human expertise in shaping agent logic, and what these shifts signal for the future of advisor operations.
Key Topics Covered
- Takeaways from the Cambridge Ignite conference and how firms are approaching AI
- Why AI adoption starts with everyday operational bottlenecks
- Real examples of workflow automation and dramatic time savings
- How large institutions think about deploying AI at scale
- The role of human expertise in shaping and supervising AI agents
- What these early AI implementations signal for the future of advisor operations
Timecode
00:00 Introduction and Episode Overview
02:50 Personal Updates and Fitness Journey
05:34 Work and Collaboration at ARQA
08:29 AI in Wealth Management and Cambridge Ignite Insights
11:19 AI Adoption Challenges and Opportunities
17:17 Misinterpretations of AI Capabilities
20:21 Upcoming Wealthies Event
27:37 The Future of AI: Beyond Digital Workflows
30:35 Human Experience in the Age of AI
37:43 Final Thoughts & What's Next
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.