• Exploring The End-To-End Digital Transformation Of Wealth Management

  • Jun 4 2024
  • Duración: 53 m
  • Podcast

Exploring The End-To-End Digital Transformation Of Wealth Management Por arte de portada

Exploring The End-To-End Digital Transformation Of Wealth Management

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, covering topics such as personalizing client experiences, efficiency, data infrastructure, compliance, and the modernization of core wealth platforms. It also delves into the challenges and considerations for wealth management firms in adopting AI and modernizing their tech stack.

    Sponsored By:

    PodBox - Help your guest sound as good at GV with a PodBox microphone setup.

    Resources Mentioned In This Episode:

    • Deloitte Report - "The Digital Wealth Manager Of Today"
    • SkyView 1 - A fiduciary first banking solution for your financial advisory clients.
    • Nitrogen (formerly Riskalyze) - The comprehensive client engagement platform for wealth management firms

    Chapters

    00:00 The Digital Transformation in Wealth Management

    11:49 The Urgency for Modernization and Impact of AI

    27:17 The Impact of AI on Wealth Management

    41:24 Challenges and Considerations in Adopting AI for Wealth Management Firms

    49:52 Modernizing the Tech Stack in Wealth Management
    Más Menos
activate_primeday_promo_in_buybox_DT
Liderazgo Gestión Marketing Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre Exploring The End-To-End Digital Transformation Of Wealth Management

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles