AI in Financial Services Podcast cover image

Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud

AI in Financial Services Podcast

CHAPTER

Introduction

Invest Cloud is an AI driven communications platform for wealth managers. Alessandro Tonkia, head of strategy, private banking and wealth at Invest Cloud talks to Matthew DeMello about the company's business model. He also details Invest Cloud's strategies in developing platforms with a hierarchy between both financial advisors and clients as users.

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