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Innovation & Technology

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?

More from Innovation & Technology

 

Innovation & Technology

The 21st Century Quant: Skills to Win in the Age of Data Science and Machine Learning | Alpha Summit GLOBAL 2022

24:48

Sri Frishnamurthy, CFA, spoke at the 2022 CFA Institute Alpha Summit Global. This session was moderated by Richard Fernand.

 

Innovation & Technology

Transformational Technologies to Meet Customer Needs and Improve Experiences | Alpha Summit GLOBAL 2022

43:38

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.

 

Innovation & Technology

Saving Our World with AI | Alpha Summit GLOBAL 2022

47:15

Mo Gawdat spoke at the 2022 CFA Institute Alpha Summit Global. This session was moderated by Rosanna Lockwood.

 

Innovation & Technology

Fireside Chat: Future of the FinTech Eco-System [Co-hosted with ACCA] | Alpha Summit APAC 2022

55:01

Technology’s disruption of financial services has only just begun, and financial platforms from payments to insurance and everything in between will undergo some kind of tech-driven transformation. How does a successful Fintech eco-system ...