Amplify CPO Churni Bhattacharya Joins AI for Advisors Podcast to Discuss the State of Advisor Technology

Amplify Chief Product Officer Churni Bhattacharya was recently a featured guest on the AI for Advisors podcast, hosted by Mark Heynen and James Cantwell. The episode, titled “Advisor Tech is Solving the Wrong Problem,” examines why the wealthtech industry’s focus on features and integrations often misses what RIA firms actually need to grow.

Key Takeaways:

·      Technology decisions should follow experience design not the other way around

·      When RIAs hit operational breaking points—usually around $250M—it’s typically because they haven’t established standardized workflows or established governance.

·      AI bolted onto fragmented data produces unreliable results; clean, unified data has to come first.

·      The real competitive advantage for advisors isn’t the tools they use. It’s the trusted relationships they build.

·      The way advisors and clients interact with platforms is about to change fundamentally, driven by conversational and AI-native interfaces.

On the topic of experience design coming before technology, Churni explained, “We have finally come to a point where tech is no longer a constraint. We are finally unconstrained. So then why should you start from tech? That is the worst thing you can do. Wealth management is not about tech stitching. Wealth management is fundamentally about trusted relationships. That’s it.”

On AI, Churni cautioned against bolting capabilities onto fragmented data infrastructure. Amplify built its data lake with AI readiness as a design requirement from the start. The use cases she highlighted include conversational model discovery, predictive client analytics, and next best action—capabilities that depend on clean, unified data to function reliably in a financial services context.

Churni’s core assertion throughout the episode: the industry isn’t behind on technology. It’s asking the wrong questions. To learn more, listen to the full episode here →.