Wealth tech & AI · Podcast

AI Tools for the Investment Firm – Ben Harrison (EP.522)

For wealth professionals whose firms are evaluating AI adoption, the episode frames a shift from individual productivity uses to workflow-level agents and highlights governance and security considerations. It also discusses operating implications for private capital firms.

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Summary

By the wealth tech & ai desk

Ted Seides speaks with Ben Harrison, President of Industries at Intapp, about what he calls "firm AI" in investment firms. The episode covers moving beyond AI for research, models, and presentations to agents that draw on a firm's institutional memory and execute its workflows. It also examines implications for sourcing and origination, fundraising, deal lifecycle management, staffing, and governance and security.

Ben Harrison is President of Industries at Intapp.
The conversation focuses on "firm AI" — agents that draw on institutional memory and execute workflows.
It discusses AI's changing role in sourcing and origination, fundraising, deal lifecycle management, and staffing of investment firms.
It covers governance and security, lessons from combining DealCloud and Intapp, and Ben Harrison's view of the next growth leg.

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