The InvestmentNews Podcast
Episode 215: Driving Better Advisor and Client Outcomes Through Technology Modernization
Financial advisors are losing hours every week to fragmented technology. Jumping between platforms, reconciling account data, and managing compliance documentation are consuming time that should be going to clients. For advisory firms, this is no longer just an operational frustration — it is a business risk. The wealth management industry is at an inflection point, and the firms that modernize their technology infrastructure now are the ones that will attract and retain the advisors and clients of the next decade. In this InvestmentNews podcast episode, Sol Gindi, Head of Wells Fargo Advisors, shares the story behind Advisor Gateway, the platform Wells Fargo Advisors built from the ground up to operate around a single client relationship. Gindi explains how the firm structured advisor involvement at every phase of development, why everyday automation is already shifting how advisors spend their time, and what the firm's approach to artificial intelligence means for advisors who are cautious about adoption. This is a candid conversation about building technology that actually works for the people using it. By tuning in, you will get: • Wells Fargo Advisors rebuilt its technology foundation and launched Advisor Gateway, a platform where every function connects back to a single client relationship rather than isolated transactions • Advisor input shaped the entire development process through a two-tier feedback system combining a strategy design task force and a real-world first-adopter group • Everyday automation of tasks like compliance notes and account performance consolidation is already freeing advisors from administrative work and returning time to client interactions • Wells Fargo Advisors is taking a deliberate approach to AI adoption, focused on helping advisors build confidence with the tools rather than simply rolling them out • Gindi shares his roadmap outlook and what advisors can realistically expect from the platform over the next several years Listen now and hear how Wells Fargo Advisors is redefining what advisor technology can look like.
