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WealthTech Today  

WealthTech Today

Author: Craig Iskowitz

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
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Language: en-us

Genres: News, Tech News

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Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence
Episode 354
Thursday, 30 July, 2026

Mike Muniz, Chief Strategy Officer at Canoe Intelligence, joins Craig to break down how Canoe's dual-model AI architecture automates data extraction from alternative investment documents. They cover Canoe's product suite — including Asset Data and Labs — and how the platform stays system-agnostic while scaling across thousands of funds. Recorded just before Bloomberg announced its agreement to acquire Canoe Intelligence.

 

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