AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer.
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
Envestnet's Dani Fava breaks down what embedded finance means and its benefits for advisors and end users.
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Apr 11, 2023
Robert Kirk, founder and CEO of InterGen, charts how pattern detection is helping personalize wealth management services.
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Apr 11, 2023
Dave Hagen, Chief Commercial Officer at BridgeFT, explains the challenges advisors face in using data analytics to their advantage
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Apr 14, 2023
The CEO and co-founder of Summit Wealth explains how software companies, like Summit, can help advisors better utilize investment and client management platforms.
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Apr 11, 2023
Danielle White, CEO of Myriad Advisor Solutions, outlines key strategies to a successful independent transition.
Attendees at the T3 conference detail what they truly want from their tech stack.
