Season 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie Melian

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NextWealth Insights

NextWealth

46 episodes

1 week ago

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

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Management

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Season 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie Melian

NextWealth Insights

17 minutes 39 seconds

1 year ago

Season 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie Melian

In Episode 9, Claire Thompson and Stephanie Melian deliver a detailed presentation on their case study, which concentrates on harnessing the power of data.

Following this presentation, Heather and Emma share their insights and analysis of the case study.