Tag Archives: AI

The Future Of Technology Is Now with Jack Swift

Finance, Investing, Technology, WealthTech, , , , , , , , , , , , , , , , , , ,

Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either.

In this episode, Wealth Management Senior Technology Editor Davis Janowski  is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives into financial technology and artificial intelligence, detailing how the nine business units in the group use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

In this episode, you will learn:

  • How The TIFIN Group’s nine business units and their applications apply emerging technology to provide personalized data about clients and their investments to advisors
  • The benefits of semantic search, machine learning, natural language processing and how data lakes are helping build the future of financial advice.
  • The democratization of AI and what this means for the industry
  • Potential future services of TIFIN
  • And more!

Resources: WealthManagement.com | TIFIN | Jack Swift

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Ep 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePina

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , , , , ,

Do you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that?

In this episode, David Armstrong, Editor in Chief at Wealthmanagement.com, speaks with Stuart DePina, Chief Executive at Envestnet Data & Analytics. Envestnet won a Wealthies award in 2019 for TAMPs: Model Marketplaces – Multi-Asset Strategist Due Diligence Reports, they were also finalists in several other categories.   

In this episode, you will learn:

  • How Envestnet strives to make the Model Marketplace better
  • Why advisors that are leveraging technology face challenges with scale
  • Where Envestnet can further assist advisors in the years to come
  • What percentage of available data are advisors not making the best use of
  • And more!

Listen in and open up to technology, and how it can make your business more productive.

Resources: WealthManagement.com | Envestnet | WealthManagement.com Industry Awards

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More