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How AI Helps Advisors Build Trust

July 28, 2025
26 MIN READ 26 MIN READ

Alicia Rich is the Head of Client and Advisor Digital Enablement at Broadridge, a global fintech company specializing in investor communications, wealth management, and digital transformation solutions. Her team focuses on designing seamless, personalized experiences that empower financial advisors to work smarter and build stronger relationships with clients.

Alicia joined Jack Sharry, a Managing Director at SEI LifeYield, to discuss how her team is transforming the advisor experience by integrating intelligent technology with human insight. They explore how personalized content, CRM integration, and AI can deepen client relationships, improve decision-making, and demonstrate ROI. Alicia also emphasizes the importance of understanding clients’ values—not just their data—and discusses how AI can help advisors connect on a more human level.

quote

Digital advice is not just about technology and technology replacing humans. We focus on removing the friction. We want humans to do the best work they can, and we do and enable that."

Alicia Rich

About this podcast.

WealthTech on Deck is an SEI podcast about the future of wealth management and the major role technology plays in it. 

About SEI LifeYield.

SEI LifeYield is an industry leader in multi-account, tax-smart technology, helping financial institutions and their advisors distinguish themselves by enhancing their ability to meet clients’ growing needs. SEI LifeYield APIs, unified managed household technology, and tax overlay services provide many tax and income optimization strategies to improve financial planning and long-term outcomes.  Learn more about SEI LifeYield.

Solutions for independent advisors.

Explore our comprehensive, integrated advice structure for RIAs and financial advisors.

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