{"id":15594,"date":"2026-06-18T17:08:12","date_gmt":"2026-06-18T17:08:12","guid":{"rendered":"https:\/\/communify.com\/?post_type=spotlight&#038;p=15594"},"modified":"2026-06-18T17:08:49","modified_gmt":"2026-06-18T17:08:49","slug":"ali-bastani-ai-meeting-client-expectations","status":"publish","type":"spotlight","link":"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/","title":{"rendered":"&#8220;It Better\u00a0Be\u00a0an Outstanding Experience.&#8221; \u2013 Using AI to\u00a0Exceed\u00a0Client Expectations with Ali Bastani"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">What does it take to deliver an outstanding&nbsp;digital experience to ultra-high-net-worth clients \u2013 while competing against firms with far greater resources? In this episode of Innovation&nbsp;Spotlight&nbsp;we&nbsp;sit down with Ali Bastani,&nbsp;Co-Founder and&nbsp;Managing Director at&nbsp;Seven Post, to explore exactly that.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Seven Post&nbsp;was founded 15 years ago by six Goldman Sachs veterans and today manages approximately&nbsp;$9 billion&nbsp;for 50 family groups and small institutions. Based in San Francisco, the firm has embraced technology&nbsp;since its founding&nbsp;\u2013 and sees its agility&nbsp;and use of AI&nbsp;as a strategic advantage over larger competitors.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this conversation:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What wealth managers can do to meet rising client expectations \u2013 and why AI plays\u00a0an important role\u00a0in that pursuit\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How Seven\u00a0Post\u00a0adopted AI early \u2013 starting in compliance, moving to operations and now client-facing tools\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why firms of any size can compete at the highest level \u2013 and why the next decade rewards those who move now.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era.&nbsp;<a href=\"https:\/\/communify.com\/spotlight\/\" target=\"_blank\" rel=\"noreferrer noopener\">Click here<\/a>&nbsp;to&nbsp;see more.&nbsp;<\/p>\n","protected":false},"featured_media":15605,"template":"","categories":[],"tags":[42,39,43,46,47,20,44],"custom_taxonomy-core_topic":[23,7,16,8],"custom_taxonomy-product":[25,12],"class_list":["post-15594","spotlight","type-spotlight","status-publish","has-post-thumbnail","hentry","tag-client-experience","tag-deterministic-ai","tag-expert-insights","tag-industry-leader","tag-intelligence-era","tag-knowledge-bases","tag-wealth-management","custom_taxonomy-core_topic-communify-experience","custom_taxonomy-core_topic-deterministic-ai","custom_taxonomy-core_topic-expert-insights","custom_taxonomy-core_topic-innovation","custom_taxonomy-product-knowledge-bases","custom_taxonomy-product-mind-ai"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>&quot;It Better\u00a0Be\u00a0an Outstanding Experience.&quot; \u2013 Using AI to\u00a0Exceed\u00a0Client Expectations with Ali Bastani - Communify<\/title>\n<meta name=\"description\" content=\"Ali Bastani of Seven Post joins the Innovation Spotlight and shares how rising client expectations are reshaping wealth management and why AI is key to competing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"&quot;It Better\u00a0Be\u00a0an Outstanding Experience.&quot; \u2013 Using AI to\u00a0Exceed\u00a0Client Expectations with Ali Bastani - Communify\" \/>\n<meta property=\"og:description\" content=\"Ali Bastani of Seven Post joins the Innovation Spotlight and shares how rising client expectations are reshaping wealth management and why AI is key to competing.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/\" \/>\n<meta property=\"og:site_name\" content=\"Communify\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-18T17:08:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/communify.com\/wp-content\/uploads\/2026\/06\/Ali-Bastani-5x4-with-l3.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"1200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/\",\"url\":\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/\",\"name\":\"\\\"It Better\u00a0Be\u00a0an Outstanding Experience.\\\" \u2013 Using AI to\u00a0Exceed\u00a0Client Expectations with Ali Bastani - Communify\",\"isPartOf\":{\"@id\":\"https:\/\/communify.com\/en-gb\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/communify.com\/wp-content\/uploads\/2026\/06\/Ali-Bastani-5x4-with-l3.jpg\",\"datePublished\":\"2026-06-18T17:08:12+00:00\",\"dateModified\":\"2026-06-18T17:08:49+00:00\",\"description\":\"Ali Bastani of Seven Post joins the Innovation Spotlight and shares how rising client expectations are reshaping wealth management and why AI is key to competing.\",\"breadcrumb\":{\"@id\":\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/#primaryimage\",\"url\":\"https:\/\/communify.com\/wp-content\/uploads\/2026\/06\/Ali-Bastani-5x4-with-l3.jpg\",\"contentUrl\":\"https:\/\/communify.com\/wp-content\/uploads\/2026\/06\/Ali-Bastani-5x4-with-l3.jpg\",\"width\":1500,\"height\":1200},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/communify.com\/en-gb\/spotlight\/ali-bastani-ai-meeting-client-expectations\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/communify.com\/en-gb\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Spotlight\",\"item\":\"https:\/\/communify.com\/en-gb\/spotlight\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"&#8220;It Better\u00a0Be\u00a0an Outstanding Experience.&#8221; 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