AI in investment management: Overcoming legacy tech, regulation, and data

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Recorded25 Jun 2025

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"At the end of the day, [AI] is only as good as how people use it," explains Deloitte's Investment Management & Real Estate AI Lead Snehal Waghulde in this episode of AI360, where she sits down with Jim Rowan to talk about pressures, successes, and challenges surrounding the use of AI the sector. We cover how AI in investment management is enabling automated, real-time portfolio management and how AI in real estate is streamlining lease management for companies and tenants. Snehal also unpacks four key challenges organizations face when implementing Generative and agentic AI, including how to motivate personnel and when to start assessing your data issues. Listen now for a comprehensive lay of the land in this dynamic and highly regulated sector.

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