『Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)』のカバーアート

Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)

Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)

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2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Summary: In this special live episode of PRess Play: The StreetCred Podcast, Elena Krasnow sits down with Orion Advisory Technology President Reed Colley at Orion Ascent in gorgeous San Diego, California. Reed reflects on his more than 20-year journey in wealth technology, from building Black Diamond to helping scale Summit and guiding it through its merger with Orion. The conversation digs into what makes Orion Ascent a standout event, touching on real-time collaboration, community building and a genuine commitment to listening to advisors about what drives value. Reed speaks to the importance of empowering clients through technology while keeping the human element at the heart of financial advice. He also shares key announcements from Orion at Ascent, including an expanded collaboration with Anthropic and the rollout of the enterprise version of Denali AI. We cover: What makes Orion Ascent unique and the beauty of real-time collaborationThe major inflection point advisor technology is facing today Centering human connection in building an AI strategy How advisors can use AI to create deeper, more powerful client relationships Reed’s personal passions and love of the outdoors…and much more! Don’t miss this conversation on how technology and human connection are coming together to shape the future of advice. Topics: (0:27) Welcome to this special episode of PRess Play, live from Orion Ascent (0:42) Sunny San Diego (1:32) Reed’s 20+ year career in wealth technology (1:57) Building Black Diamond (2:27) Summit’s growth and eventual merger with Orion (3:12) An almost baseball player turned wealthtech innovator (3:57) What makes Orion Ascent unique as an event? (4:02) The opportunity to collaborate in real time (4:47) How Orion is building real community (5:27) Understanding what drives value for financial advisors (5:52) Listening to clients in order to empower them (6:22) A major inflection point in the technology revolution and future of financial advice (6:32) “A little thing called AI” (6:47) How advisors can use AI to create deeper and more powerful relationships with clients (7:27) Focus on the human connection and lean into that as a strategy (7:57) “If you’re not already using AI, start using it” (8:15) Orion’s enterprise level Denali AI (8:35) AI is a very supportive companion, sometimes too supportive (9:20) Orion’s expanded collaboration with Anthropic, the core engine behind the Denali platform (10:12) Creating the right structure and compliance around data (10:47) Human-first, AI-powered (10:59) Time for our play segment! (11:07) What Reed would be doing right now if he wasn’t at Orion (11:49) Reed’s favorite things to do for fun: the importance of family and spending time outdoors (12:46) Moment of gratitude (13:47) There’s three versions of every scenario, your version, someone else’s version and the real version Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PR Website: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Reed Colley: Orion: https://orion.com/ Reed Colley on LinkedIn: https://www.linkedin.com/in/reedcolley/ About our Guest: Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion’s acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients. Prior to Summit, Reed founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath Inc. Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University, where he was a starting pitcher on the baseball team. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Wealth Management, WealthTech, Advisor Technology, Financial Advisors, RIA Industry, Artificial Intelligence, AI in Wealth Management, Financial Technology, Future of Advice, Innovation in Finance, Orion Ascent
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