Über diesen Podcast
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
300 Folgen · Technisch nieuws
WealthTech Today
Über diesen Podcast
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Neue Folgen
- Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning5. Okt. · 34 Min.
- When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth29. Sept. · 38 Min.
- AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group17. Sept. · 29 Min.
- Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig8. Sept. · 32 Min.
- Ep. 361: Will the Real AI Agents Please Stand Up?3. Sept. · 31 Min.
- Ep. 360: August WealthTech News27. Aug. · 1 Std. 05 Min.
- Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest25. Aug. · 31 Min.
- Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla19. Aug. · 34 Min.
- Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access13. Aug. · 36 Min.
- Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly6. Aug. · 41 Min.
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