On this episode of the Tearsheet Podcast, Nigel Vaz, CEO of Publicis Sapient, discusses how AI is fundamentally changing the financial services industry. 

Nigel shares his deep insights on how financial institutions can navigate this technological disruption, from enabling broader access to wealth management to AI-driven credit models in mortgage lending, and on why some banks are better positioned than others to capitalize on AI's potential.

How AI is disrupting finance & how companies can respond, with Publicis Sapient CEO, Nigel Vaz

Attaining success in New Orleans, renowned for its distinct culture and ambiance, demands a blend of professionalism, expertise, and innovation. Ramsey Marcello, a native of New Orleans, embodies these qualities in abundance, culminating in a thriving and ever-expanding career within the financial sector. Transitioning from a role as a defense investigator to assuming the mantle of CEO at Southern Wealth Advisors, Mr. Marcello not only possesses financial acumen but also a deep understanding of the legal underpinnings of pivotal financial scenarios. This unique combination empowers him to offer unparalleled counsel.

Ramsey Marcello chose to broaden his horizons beyond his home state, pursuing his education at Vanderbilt University, where he pursued dual majors in Economics/History and Human & Organizational Development. Following his academic journey, he ventured to Washington D.C. to hone his skills with the prestigious international law firm, Skadden, Arps, Slate, Meagher & Flom. His two-year tenure there solidified his interest in law and played a pivotal role in his decision to return to New Orleans for Tulane University’s esteemed law program. In 2009, he graduated with a Juris Doctor degree, specializing in the Common Law program and holding a certificate in Maritime Law.

As a product of New Orleans, Louisiana, it's unsurprising that Mr. Marcello felt drawn back to the community that shaped his upbringing. Shortly after his return, he swiftly secured a position as an attorney and discovered his fervor for finance. Recognizing the potential synergy between his legal and financial talents, he transitioned from a full-time attorney to a financial advisor, finding his niche and excelling in it.

In 2018, armed with a decade of noteworthy experience, Ramsey established Southern Coast Wealth Advisors, assuming the role of CEO. His expertise lies in enhancing clients’ overall financial perspectives and refining wealth management strategies, ensuring a secure future for all. His firm adeptly handles a spectrum of investments and insurance needs for individuals and corporations alike, supplementing these services with comprehensive analyses to navigate the intricate investment landscape. Of particular focus to Mr. Marcello are retirement and estate planning, as well as fostering financial security for clients irrespective of their present circumstances.

Tearsheet is news, opinion, and analysis on the business of finance.

Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business.

Where social media, technology and finance intersect.

Based in Greenville, SC, Matt Dixon is a prominent financial advisor with eight years of experience. He is a Partner and Financial Advisor for TruNorth Advisors, a featured host on the WGTK radio station, a featured guest on several news stations, and a public educator.