From Data to Decisions: Elevating Wealth Management through Analytics with Dan Rosen

Third episode of #PULSEPoint brings Dan Rosen, CEO of d1g1t, a digital wealth management platform designed for financial advisors and investors. With Jenya Tkachenko, Manager at Synpulse, they discuss wealth transitions from baby boomers to younger generations and what kind of clients the members of Gen Z are.

Further more their conversation highlights the importance of data privacy in the context of leveraging AI within the wealth management sector but also how is AI revolutionizing the industry with real-time answers and insights.

#wealthmanagement #ai #clientengagement #financialservices #techinnovation #futureoffinance #digitaltransformation #financialadvisors

Видео From Data to Decisions: Elevating Wealth Management through Analytics with Dan Rosen канала Synpulse