Connecting the asset & wealth management industry in nine minutes or less.Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less.Nicsa is a not-for-profit trade association striving to connect all facets of...
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Episode List

Cyber Defense in the Age of AI: Judith Pinto of Accenture

Feb 9th, 2026 2:00 PM

In this episode of The Nine, we turn to an urgent industry challenge: cybersecurity in the age of artificial intelligence.We sat down with Judith Pinto, Managing Director and U.S. Banking and Capital Markets Security Lead at Accenture, fresh off the stage at Nicsa’s Asset & Wealth Management Summit where she presented “The Next Era of Defense.”In just nine minutes, Judith sharesHow AI is changing cyber defense across financial servicesEmerging AI-driven threats that concern security leaders mostThe evolving balance between human expertise and automationThe role of ethical hacking and bug bounty programsHow firms can maintain client trust in an era of constant threatsWhat organizations should do now to prepare for the next major shift in cybersecurityThis episode offers clear, forward-looking perspective for firms navigating an increasingly complex digital risk environment.

AI-Powered Client Engagement: David Breakstone of ServiceNow

Jan 9th, 2026 2:00 PM

David Breakstone, Global Head of Wealth & Asset Management Go-to-Market at ServiceNow helps us unpack how artificial intelligence is redefining client engagement across the industry.In just nine minutes, David shares:·       How to balance automation with authenticity, trust, and human judgment.·       How to overcome operational barriers to scaling personalized service; and·       Where firms should begin their AI journey to drive measurable impact.Listen for pragmatic insights on modernizing engagement while strengthening relationships in an increasingly digital environment.

Agentic AI in Action: Bob Suh, CEO of OnCorps AI

Dec 9th, 2025 2:00 PM

In this episode of The Nine, we sit down with Bob Suh, Founder and CEO of OnCorps AI, to unpack the rapid evolution of artificial intelligence across financial operations. Trading volumes have surged across the industry, but operational capacity hasn’t kept pace. Bob explains why a new wave of agentic AI is changing that trajectory.In just nine minutes, we explore:Why traditional outsourcing and automation haven’t kept paceWhat makes agentic AI fundamentally different from past technologiesHow learning agents reshape the economics of operationsHow agentic systems dramatically reduce false positives and operational noiseWhat “human oversight” looks like as AI assumes more autonomous responsibilitiesBob offers pragmatic, experience-driven insight from more than a decade of building production-grade AI systems for financial institutions. If you’re navigating the future of operational efficiency, this is an episode you won’t want to miss.

The Secrets of Successful AI Adoption for Asset & Wealth Management Firms, with Olmstead's Anthony Whitford

Oct 9th, 2025 10:00 AM

Olmstead's Head of Data, AI, and Technology Practice, Anthony Whitford, shares the secrets of successful AI adoption strategy ahead of his panel at Nicsa's Asset & Wealth Management Summit November 11+12 in Boston.For more, visit:http://nicsa.organdhttp://olmst.comAnd check out these articles for more detailed insights from Anthony:Clients demand FASTIR outcomes from their Data Operating Modelhttps://www.olmst.com/fastir-data-outcomes/The Race Is On: Do You Have an AI Strategy?https://www.olmst.com/the-race-is-on-do-you-have-an-ai-strategy/Your Next Data Strategy Is Your AI Strategyhttps://www.olmst.com/your-next-data-strategy-is-your-ai-strategy/SPARTAH: Your Firm’s Guard Against AI Riskhttps://www.olmst.com/spartah-your-firms-guard-against-ai-risk/

Ramine Bigdeliazari on How Tokenization & Digital Assets are Shaping the Future of Asset & Wealth Management

Sep 15th, 2025 3:00 PM

Fidelity Digital Assets’ Ramine Bigdeliazari joins The Nine to discuss how digital assets and tokenization are reshaping asset & wealth management. From stablecoins to tokenized funds, he explores the opportunities, challenges, and future impact of this rapidly evolving space. Hear more at https://www.fidelitydigitalassets.com and http:// http://nicsa.org/podcasts

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