AI Is Eating Wealth Management for Lunch. Here’s How to Stay at the Table
Just-In-Time Wealth Management Efficiency: Applying Toyota’s Timeless Lessons
Gain Control Over Your Data
Sync Data Across Systems
Streamline Your Content & Logins
Bring Your Vision To Life
Transform Revenue Management. Deliver Scale.
Elevate Private Fund Management. Deliver Precision.
The Connected Advisor
The Rising Tide
Ditch the Data Drag: How WealthTech & AI-Driven Intelligence Are Reshaping Financial Firms
Event Details:
Date: February 26,2025
Time: 2:30 PM EST
Location: Online/Zoom Webinar
Passcode: 681080
Integrated fintech solutions are transforming how firms make data-driven decisions. Join us for an exclusive webinar featuring Russ D’Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, as they explore how to bridge fintech and financial data intelligence to drive efficiency and success.
Discover how to:
• Access accurate and comprehensive private wealth intelligence.
• Enhance data-driven decision-making for a competitive edge.
• Own your data and control your destiny.
Don’t miss this opportunity to stay ahead in the evolving financial landscape.
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