Power Your Advice Episode 282 – Real-World AI for Human-Centered Advice with Mohan Gurupackiam
We sit down with Mohan Gurupackiam, Chief Information Officer at Steward Partners, to explore how smart tech strategy can fuel advisor success. Mohan explains why Steward avoids one-size-fits-all solutions, instead building a flexible stack shaped by advisor feedback, evolving business models, and demographic trends. With a strong data foundation and a focus on usability and cost efficiency, the firm prioritizes tools that align with how advisors actually work.
Mohan also shares how Steward is streamlining operations through custodian-agnostic platforms, transparent workflows, and AI tools like StuBot that simplify support and training. Rather than replacing advisors, he sees AI as a way to eliminate friction and boost efficiency, especially in research and portfolio construction. His approach is grounded in listening, staying nimble, and keeping the advisor-client relationship at the center of every tech decision.
Resources: Steward Partners