Wealth Insider Insights: AI, advisors & the new wealth experience with Sarlota Hohwald
Sarlota Hohwald - Director, Wealth Data Solutions, LSEG
Sarlota leads a global business focused on the delivery of cross asset Content and visualization services enabling Wealth Management Firms to integrate leading Financial data & insights into client-centric, purpose driven experiences for Advisors and Investors. With a background of delivering high growth services over 25 years, Sarlota is a trusted mentor, a frequent speaker and champion of Wealth digital transformation and is passionate about data compliance and safe trading experiences for investors.
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- Wealth management is evolving rapidly, driven by regulatory complexity, generational wealth transfer, and rising client expectations for digital-first, personalized experiences.
- AI is helping firms scale and advisors become more productive, with tools like GenAI for summarizing data, agentic AI for automating tasks, and chat assistants for improving client engagement.
- Client-centricity remains key, with technology enhancing—not replacing—human advisors, and digital platforms needing to balance automation with empathy, personalization, and emotional intelligence.
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