Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize from the inside out, and where infrastructure, integration and culture work together to deliver scalable, human-centric advice.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with JP Pattinson, chief information and digital officer at MAI Capital Management, to unpack how leading RIAs are transforming their tech foundations to prepare for what’s next. Drawing on his unique journey from advisor to technologist, JP shares how he’s bridging innovation and practicality.
Key takeaways:
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How MAI Capital is using Salesforce Financial Services Cloud as its digital foundation
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Why “consistency is the new scalability” for enterprise RIAs
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The growing importance of cybersecurity and centralized vendor management programs
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How to align tech adoption with advisor experience
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How to balance short-term tech demands with long-term vision
Resources:
Connect with Shannon Rosic:
Connect with JP Pattinson:
About Our Guest:
JP Pattinson is the Chief Information and Digital Officer at MAI Capital Management, where he leads the firm’s digital and technology strategy, overseeing network infrastructure, management information systems, applications, and both client and advisor digital experiences. He joined MAI in 2024 after an extensive career at Merit Financial Advisors, where he served in multiple roles, including client service, relationship management, and 12 years as a wealth advisor before becoming Vice President of Technology. Outside of work, JP is actively involved with the Remember the Fallen charity and enjoys traveling and spending time with his family. He holds a Bachelor’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Financial Services from the University of North Texas.
