The Connected Advisor
How AI & Data Are Reshaping the Advisor-Client Relationship
Listen to this week’s episode.
Episode 080: On this week’s episode of The Connected Advisor, I speak with Natalie Wolfsen, CEO of Orion, who leads the company’s mission to revolutionize wealth management through cutting-edge technology and data-driven solutions. A champion of AI integration and personalized wealth management.
In this episode, we discuss Orion’s game-changing partnership with Snowflake, the increasing adoption of AI in wealth management, and how AI-driven tools are revolutionizing advisor productivity. Natalie also shares insights from Orion’s latest industry surveys, addressing advisors’ biggest tech challenges, integration hurdles, and the growing demand for personalized client experiences.
Key Takeaways
AI adoption is no longer optional—it’s a competitive advantage. If advisors aren’t leveraging AI for automation and efficiency, they risk falling behind competitors who are using technology to enhance client service and streamline operations.
Data integration is the future of wealth management. With advisors increasingly relying on real-time insights, firms that prioritize seamless data access and integration will be better positioned to deliver personalized, efficient client experiences.
Investors crave human connection—not just digital touchpoints. While advisors believe clients prefer email and digital communication, investors overwhelmingly favor in-person meetings and deeper relationships. Technology should enhance, not replace, human interactions.
AI’s biggest impact will be on advisor productivity. Rather than replacing advisors, AI is poised to automate tedious tasks, generate personalized insights, and improve decision-making speed, helping advisors spend less time on prep work and more time strengthening client relationships.
Quotes
“AI and integrated workflows are actually being used by 68 percent of advisors, according to this year’s wealth tech survey, which we just completed. In addition to that, 43 percent of advisors are planning increased AI investments in 2025. So if you’re not using AI, you’re falling behind.” ~ Natalie Wolfsen
“Our new collaboration with Snowflake is going to enhance data access and flexibility for Orion’s clients. It’s the next iteration in allowing advisors to centralize their own information, both structured and unstructured, in one place.” ~ Natalie Wolfsen
“I believe that the biggest opportunities for AI are actually on the productivity side of the equation. The biggest benefit to advisors is bringing together disparate data quickly, accurately, without asking them for too much time.” ~ Natalie Wolfsen
Links
The Demon of Unrest by Erik Larson
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Kyle Van Pelt
