Let's Talk Podcast
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Episode 130: Embracing AI – Innovation, Efficiency, and the Future of Financial Services

Jeff Wick, First Vice President of Client Solutions
Val Vest, Executive Vice President and Chief Experience Officer
Erica Molina, Vice President, Product Management

"AI isn’t just about automation—it’s about empowering financial professionals to focus on what matters most: their clients." – Erica Molina

In episode 130 of Let’s Talk, co-hosts Val Vest and Jeff Wick are joined by Erica Molina, Vice President of Product Management at Cambridge, for a conversation on the growing role of artificial intelligence in financial services. Erica shares how a personal story led her into the industry and eventually into a leadership role focused on AI innovation. At Cambridge, she’s helping financial professionals adopt tools that streamline operations and free up more time for client engagement.

From using Microsoft Co-Pilot to experimenting with generative AI, the firm is embracing technology to enhance productivity and improve outcomes. Erica stresses the value of starting small and choosing one task AI can support to build familiarity and impact.

Join Val, Jeff, and Erica to learn more about:

  • How Cambridge is implementing AI across internal teams and advisor support
  • Practical ways AI tools can enhance client meetings and surface valuable insights
  • What the future may hold for AI in the financial services industry

Tune in for an insightful look at how AI is shaping the future of advice.

About Erica Molina

Vice President, Product Management

Erica Molina joined Cambridge in 2024 and has more than 20 years of experience in financial services. In her role, she leads the Product Management Team and oversees all aspects of the firm’s product lifecycle, ensuring solutions align with the continuously evolving needs of advisors and associates. Prior to joining Cambridge, she worked in advisory and leadership roles at USAA, Charles Schwab, and Vanguard. Molina graduated from Arizona State University with an MBA and Bachelor of Arts in Communication. She is a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC), Chartered Life Underwriter® (CLU), Registered Corporate Coach (RCC), and holds the Series 7, 9, 10, 24, and 66 licenses.