ヘザー・ホプキンズとアラスデア・ウォーカーが、AIが金融アドバイザリー企業をどのように再形成しているかについて議論します。業界のリーダーたちから、将来の成功に向けた統合戦略を学びましょう。
Season 5, Episode 7: Inside Re:LoA
28 mins • Dec 13, 2024
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最近のエピソード
Dec 13, 2024
Season 5, Episode 7: Inside Re:LoA
28 mins
Dec 2, 2024
Season 5, Episode 6: Inside AdvisoryAI
S5 E6 • 32 mins
Nov 22, 2024
Season 5, Episode 5: Notebook LM shares findings on Financial Advice Business Benchmarks Report
S5 E5 • 34 mins
Oct 31, 2024
Season 5, Episode 4: AI and its current use in wealth management, future potential, and challenges in implementation.
30 mins
Oct 16, 2024
Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.
42 mins
