
À propos de ce podcast
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
300 épisodes · Technisch nieuws
WealthTech Today
À propos de ce podcast
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Épisodes récents
- 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 août · 1 h 05 min
- Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest25 août · 31 min
- Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla19 août · 34 min
- Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access13 août · 36 min
- Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly6 août · 41 min
- Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group4 août · 31 min
- Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence30 juil. · 37 min
- Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi24 juil. · 36 min