Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.

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NextWealth Insights

NextWealth

46 episodes

3 days 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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Business

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Management

Business

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Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.

NextWealth Insights

41 minutes 52 seconds

1 year ago

Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.

In Episode 3, Heather and Alasdair explore the cutting-edge world of AI with guest speaker Kapil Ram Bhatia from Salesforce. Discover how Salesforce is revolutionising tech for financial advice and wealth management firms, and get an insider’s perspective on the future of AI in the industry.