财富科技的下一步发展三个令人兴奋的机会

—T3: Technology Tools for Today—20THANNIVERSARY Wealthtech’s next evolution: Three exciting opportunities→Ned Dane AE CGORaj Madan AE CIO/CTONed DaneChief Growth OfficerRaj MadanChief Information Officer→ T3: Technology Tools for TodayClient PortalPlanning & Investing ToolsDigitalOnboardingBusinessIntelligencePortfolioManagementCRMGSDGet S*** DoneAs a Wealth Management Platform tech provider we are required to…03Client and Employee Transformation02Quantum Computing01AI & DataWhat’s next for AI and Datain Wealth Management→ T3: Technology Tools for TodayDuet AI for Google Workspace & Microsoft’s Copilot→ T3: Technology Tools for TodayAI personal assistant -coming to you soonzapier.comArtificial intelligence will allow everyone tohave their own personal assistant—or a bot "chief of staff" —in the next five years.Mustafa Suleyman, Cofounder, Google's AI division (DeepMind): → T3: Technology Tools for TodayChasing the digital assistant for the financial advisorLife predictions:Client Data