Asset managers are sitting on more data than ever, and under more pressure than ever to act on it accurately and efficiently. The real challenge is adopting AI in a way that improves investment workflows without adding new layers of complexity.
Clarity AI’s Head of North America, Lillian Freiberg, joined host Jeff Gitterman for a 15-minute conversation at the New York Stock Exchange on how AI is being deployed by investment firms today, what’s working, and where the biggest operational gains are being found.
Why this interview is worth watching
Lillian works daily with asset managers and investors across North America who are rethinking how they apply mandates and manage data-intensive workflows. She draws directly from what firms are doing right now: the decisions being made, the tools being tested, and where results are showing up.
Filming at the NYSE was appropriate. AI adoption in investment management is already running on trading floors and inside portfolio teams across the country.
What this interview covers
Lillian addresses three areas where AI is delivering measurable value for investment professionals.
Applying mandates at scale. Investment firms operate under complex, multi-layered mandates from clients and regulators. AI enables teams to apply those mandates consistently across large portfolios, faster and with fewer manual interventions.
Managing data volume. The data flowing into investment decisions has grown faster than most teams can process it. Lillian explains how AI surfaces what’s relevant and actionable, reducing analyst time spent on data preparation.
Simplifying investment processes. From screening to reporting, AI removes friction in day-to-day operations, freeing analysts to focus on decisions that require judgment rather than data handling.
About FintechTV’s The Impact
The Impact is FintechTV’s program spotlighting technology leaders reshaping financial services. Clarity AI’s place in that conversation reflects its role as operational infrastructure for investment management, not a niche data add-on.
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