Videos
New York Life Investments’ Amanda Gallagher on AI-Powered Onboarding
Insights
- Automating data analysis and admin tasks enables employees to prioritize client engagement.
- AI-driven insights help anticipate client needs and tailor solutions effectively.
- Shifting from manual work to advisory roles deepens trust and strengthens relationships.
How can AI help New York Life Investments anticipate client needs and streamline onboarding?
Recorded at the Infosys Topaz Columbia University Enterprise AI Center, this interview features Amanda Gallagher, Global Head of Data and Tech Solutions at New York Life Investments. She explores how AI is enhancing onboarding and client relationships by:
- Automating administrative work and data analysis to free employees for client-focused tasks
- Anticipating client needs with AI-driven insights to strengthen trust and personalization
- Shifting employee focus from manual tasks to advisory roles to deliver better solutions
Drawing on her experience leading data and technology solutions, Amanda highlights how AI can drive measurable efficiency while reinforcing New York Life Investments’ client-first approach. This conversation offers financial services and technology leaders a clear view of how AI is reshaping customer engagement and enabling trusted, long-term relationships.
How can AI help New York Life anticipate client needs and streamline onboarding?
Amanda Gallagher:
We are really in the business of building trusted relationships with our clients globally. And we look at AI as one tool in our toolbox to help us get to know our clients better, to help us interact with them the way they want to more efficiently, and really free up our sales teams, our employees' time from administrative tasks, from data analysis, really help them maximize the time they can actually spend with their clients and really shift their focus from some of these more manual tasks, right, to spending more and more time with their clients, understanding what those needs are, and being able to deliver the best solutions for them.
