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. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
WealthTech Today
1 month ago
Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]
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.
