Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
WealthTech Today
2 months ago
Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
In this episode, Craig sits down with Era Jain to explore how Zeplyn is redefining AI-driven meeting support for financial advisors. From boosting CRM data quality to enabling “agentic” AI workflows, Jain breaks down where the industry is headed — and why the human-in-the-loop approach remains essential. This conversation digs into the real-world operational challenges […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
