Dave Blundin (YouTube)

Dave Blundin sits down with Freedom Dumlao, CTO of Vestmark, to explore what it actually takes to deploy AI inside one of the most highly regulated corners of finance — the wealth tech infrastructure powering over $2 trillion in assets, 5.5+ million investor accounts, and 72,000 financial advisors. They discuss why Vestmark gave every employee access to Claude Code, the agentic systems behind Pulse (an AI that proactively prompts financial advisors instead of waiting to be prompted), how Fabric…