3min chapter

Family Office Technology Hub cover image

Protecting the Family and the Office: BlackCloak, Abacus and Copia Wealth Studios

Family Office Technology Hub

CHAPTER

Building a Wealth Management Ecosystem: Innovations and Insights

This chapter explores the creation of a wealth management platform aimed at enhancing asset records, drawing parallels to Salesforce's impact on customer management. The speaker shares insights from their transition from tech to family offices, focusing on tailored solutions and the importance of cybersecurity in safeguarding transactions.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode