Advisor software, AI in the workflow, data and the platforms wealth firms run on. Selected by our editors.
22 videos and podcasts · new this week: 5
For wealth professionals working on advisor platform operations, the episode covers practical questions around curating a connected tech stack, vetting AI tools that handle client information and deciding when outsourcing can free advisors to spend more time with clients.
For wealth professionals, the conversation touches on how data and AI tools are being positioned for prospecting, outreach and engagement in private wealth. It also discusses the industry's focus on the wealth transfer wave and evolving expectations around financial data.
New manager videos, podcasts and our own wealth tech & ai stories on My Desk and in your morning edition.
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