Wealth tech & AI · Podcast

The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth

It sits in the vendor-and-founder conversation category that advisors often use to scout AI tools for back-office and administrative workflow. The guest's operating background at Revolut is the main credential offered in the material for why his view on automation might be worth hearing.

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Summary

By the wealth tech & ai desk

Episode 366 of the WealthTech Today podcast features Mark Swan, co-founder and CEO of Nevis Wealth, an AI platform for wealth management that automates the administrative workflows described as consuming most of an advisory team's week. The episode is framed around the "80% problem" of advisor time lost to admin, and the description notes that Swan and his two co-founders were previously executives at Revolut.

The guest is Mark Swan, co-founder and CEO of Nevis Wealth, which the description calls an AI platform for wealth management.
The episode frames administrative workflows as consuming most of an advisory team's week, labeled the "80% problem".
Swan and his two co-founders were executives at Revolut before founding Nevis.
The show is hosted by Elana Iskowitz and this is its 366th episode.

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