ベンダー
English
search
  2. //
  3. Events calendar
  4. //
  5. Wealth Management Edge

Wealth Management Edge

Website
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
13 - 2024/05/16

Celent's Principal Wealth Management Analyst, Ashley Longabaugh, will be speaking on the topic of, "Navigating the AI-driven Future of Wealth Management".

Advisors are searching for ways to increase productivity, reduce back-office tasks, and manage client-specific metrics with automated touch points and platforms that multiply their efficiency. Is the future of fintech slated to remain in use-cases for automation or are co-pilots destined for something more? Join us as we discuss AI ideation, loss mitigation, and the generative capabilities of the world’s most powerful dream machine.

イベント details

Industry
Wealth Management
Geographic Focus
North America