OVER DEZE AFLEVERING
Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal? In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how they’re building AI-native workflows that free up …
Engels
Verenigde Staten
IN DEZE AFLEVERING
TRANSCRIPTIE 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van The WealthStack Podcast.
ANDERE AFLEVERINGEN IN DEZE PODCAST
Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner CRM updates or slightly better workflows. Helpful? Yes. Transformational? Not even close. In this episode of The WealthStack Podcast, Shannon Rosic sits …
Everyone in wealth management is talking about artificial intelligence, but the more important question is what happens when it stops being just another feature and starts becoming the operating layer for the firm. Not just a notetaker. Not just a chatbot. Something that can actually help advisors …
As firms move beyond artificial intelligence notetaking, prep tools and basic automation, the bigger opportunity may be rethinking how work gets done across the entire organization, from the front office to the back office.
What happens when the goal is not doing more, but giving people room to do…
Sometimes, the biggest growth lever is hiding in plain sight: the client experience advisors are already delivering every single day. In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Brooke Cecil, vice president of client relations and talent at BELAY Solutions, to unpack …
Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected tools, dashboards and workflows into a world where AI can help deliver timely …
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Shannon Rosic, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
BEWERKEN
Bedankt voor uw hulp bij het up-to-date te houden van de podcast-database .
