--- title: Transforming Wealth Management with Technology description: Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains. image: https://content.investmentsandwealth.org/hubfs/transforming-wealth-management-pod-th.jpg --- [Skip to content](https://content.investmentsandwealth.org/podcast/transforming-wealth-management-with-technology#main-content) [![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/) Explore - [All Content](https://4812204.hs-sites.com/content-hub) - [Video](https://4812204.hs-sites.com/content-hub?type=Video) - [eBook](https://4812204.hs-sites.com/content-hub?type=eBook) - [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study) - [Blog](https://4812204.hs-sites.com/content-hub?type=Blog) - [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast) - [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar) - [Find An Advisor](https://www.investmenthelp.org/) - [Contact](https://investmentsandwealth.org/contact-us) - [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page) - Certifications - [CIMA](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA](https://investmentsandwealth.org/certifications/rma-certification) - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce) - [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) - [Experience 2026](https://experience.investmentsandwealth.org) - [Membership](https://investmentsandwealth.org/membership) - [Publications & Resources](https://content.investmentsandwealth.org/) - [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor) - [About](https://investmentsandwealth.org/about/mission-purpose-value) Podcast # Transforming Wealth Management with Technology December 07, 2023 Admin Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains. Also Available On: [YouTube →](https://www.youtube.com/watch?v=m8RVw2IkzVk) [Apple Podcasts →](https://podcasts.apple.com/us/podcast/transforming-wealth-management-with-technology/id1436637266?i=1000637836924)   [Wealth Planning](https://content.investmentsandwealth.org/?topic=Wealth+Planning) [Practice Management](https://content.investmentsandwealth.org/?topic=Practice+Management) Share: [mailto:?subject=Transforming+Wealth+Management+with+Technology&body=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Ftransforming-wealth-management-with-technology](mailto:?subject=Transforming+Wealth+Management+with+Technology&body=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Ftransforming-wealth-management-with-technology) Subscribe to the Institute Insider Get the latest publications, podcast episodes, and resources in our biweekly editorial newsletter. ## About The Exceptional Advisor *The Exceptional Advisor* is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. 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