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Why AI Is Critical to Wealth Management: Q&A with Vestmark’s Leo Schrantz

Recognizing that artificial intelligence (AI) will be embedded in every phase of its business, in early 2025 Vestmark created a new C-suite position and title with a mandate to help integrate AI across the company and its products: Chief AI and Innovation Officer. The first to hold the title is Leo Schrantz, who has been with Vestmark since 2021. We sat down with Leo to learn more about his new role, how Vestmark views AI, and its potential to transform the wealth management industry.

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