
Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
WealthTech Today
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Intro
This chapter explores the role of AI assistants, such as Zeppelin, in wealth management technologies, emphasizing CRM integration and compliance. It discusses industry trends and strategies for firms to leverage AI for competitive advantage.
Transcript
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