About this podcast
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
300 episodes · Technisch nieuws
WealthTech Today
About this podcast
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Recent episodes
- Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning5 Oct · 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 h 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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