Welcome to the 2022 Alpha Summit event series on-demand!
Alpha Summit delivers a dynamic agenda of speakers sharing their valuable insights on impactful topics with five critical themes: Opportunities and Responsibilities with Sustainable Investing, Excelling in a Post-Pandemic World, Harnessing the Benefits of Innovation and Technology, The Future of Capital Markets Today, and Advancements for the Investment Management Professional. Explore our video gallery to help you think beyond the horizon.
Transformational Technologies to Meet Customer Needs and Improve Experiences | Alpha Summit GLOBAL 2022
Dani Fava, Baxter Hines, CFA, Jon Stein, CFA, spoke at the 2022 CFA Institute Alpha Summit Global. This session was moderated by Blair duQuesnay, CFA.
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Transformational Technologies to Meet Customer Needs and Improve Experiences | Alpha Summit GLOBAL 2022
43:38
The latest wave of innovation and technology will transform client relationships, with AI techniques handling more routine functions and freeing up advisors and investment managers for more substantial client interactions. How is tech altering custom approaches for clients and helping to manage client relationships?
