2min chapter

Founders Unfiltered cover image

Ep 112: Simplifying wealth creation for Indians ft. Scripbox

Founders Unfiltered

CHAPTER

Navigating Wealth Management: The Balance of AI and Human Touch

This chapter explores the complexities of wealth management for high-net-worth individuals, focusing on personalized service and human interaction. It also discusses the role of generative AI in portfolio management and the importance of customer retention strategies.

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