Rethinking AI in Financial Services with Zach Shapiro

 In this episode, we speak with Zach Shapiro of OutcomeCatalyst who discusses how the financial services industry is racing to adopt AI—but most are still missing the point. We cut through the hype to explore what real AI adoption looks like in investment research, portfolio management, and beyond. Join us as we speak with leaders who aren’t just automating tasks—they’re automating outcomes. From the future of the analyst role to the firms that will (and won’t) survive the AI wave, this show dives into the tough questions: What’s broken in how we think about AI?