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As firms move beyond artificial intelligence notetaking, prep tools and basic automation, the bigger opportunity may be rethinking how work gets done across the entire organization, from the front office to the back office.
What happens when the goal is not doing more, but giving people room to do better human work?
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Andrei Pop, founder and CEO of Humanity Labs, to explore the rise of the AI workforce in financial services. Pop explains why RIAs are uniquely positioned for this next wave of AI, how firms can use digital workers to close capacity gaps, and why the future of advice may depend less on scaling tasks and more on scaling trust.
Key takeaways::
- How AI is moving beyond individual productivity
- Why clean data helps, but outcome definition matters more
- Why RIAs are “human businesses” and trust remains the real product advisors deliver
- The argument that AI could create more accountability, not less
- Why the financial plan was never really the product
Resources:
- Listen to WealthStack on Wealth Management
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Connect with Andrei Pop:
About Our Guest:
Andrei Pop is the Founder and CEO of Humanity Labs, a company focused on building AI workforces for financial services firms. Originally from Romania, Andrei brings a human-centered perspective to technology and operations, shaped by his experience growing up in an oppressive system and later spending years in Silicon Valley. Through Humanity Labs, he works with RIAs and wealth management firms to help them rethink how work gets done, using AI to create firm capacity, streamline operations, and free advisors to focus more on trust, judgment, and human connection.
