OM DENNE EPISODE
Osaic's Aida Dillman sits down with the General Manager and Head of Wealth Management at Aidentified, Dan Cavanaugh. Dan shares valuable insight into how your data is incredibly useful if applied properly. Aidentified can take the guesswork out of who to work with, who to reach out to. Create timely and relevant insights using data signals.
Engelsk
USA
UDSKRIFT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af Osaic Technology Podcast.
ANDRE EPISODE I DENNE PODCAST
Manager Technology Solutions Consultant Mark Matheny from Osaic talks through the value of using an online scheduler in your financial practice. Hear Mark talk about the burdens of calendaring and how using this technology will reduce those friction points. Look for improved documentation and track…
Osaic's Manager of Technology Solutions Consultant Mark Matheny sits down with the CMO from Catchlight AI Daniel Gilmartin and talks about the fast-growing application of artificial intelligence in today's fintech world. Hear them talk about organc growth challenge, building and maintaining relatio…
Manager of Technology Solutions Consultants Mark Matheny talks with Sr. Business Consultant Karen Keithley about the importance of syncing up your technology platforms to your business strategies. At Osaic, our two teams of experts work in harmony to bring about the best experience for you and your…
Osaic's Eric Baumgardner chats with Jim Hardeman, EVP, Product, with Zocks AI. They discuss the massive growth of AI tools within financial services. Learn about the various forms of AI. How you can create time savers. Using AI with your emails. Cleaning your data. The long list of benefits to the …
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Osaic, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
REDIG
Tak fordi du hjælper med at holde podcast-databasen opdateret.
