Ensombl on Tour: Growth Series #1

14 snips

Sep 19, 2024

Peita Diamandtidis is a wealth management expert specializing in donor-advised funds, while Adele Martin focuses on fintech solutions for client engagement. They share insights from the Future Proof Festival, discussing the benefits of donor-advised funds and innovative charitable giving technologies. The conversation also explores AI’s transformative role in wealth management, enhancing client experiences, and productivity. Additionally, they highlight Jump AI, a tool that revolutionizes advisor-client interactions, boosting engagement with advanced analytics and integration features.

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Intro

00:00 • 3min

Exploring Conference Growth and Innovative Charitable Giving

02:50 • 2min

Empowering Family Philanthropy Through Technology

05:12 • 2min

Strategies for Charitable Asset Gifting and Tax Benefits

07:16 • 2min

AI and Philanthropy in Wealth Management

08:58 • 14min

Enhancing Client Engagement with Jump AI

23:00 • 10min