WealthTech Today Ep. 255: September WealthTech News
Sep 10, 2024
Dive into the latest upheavals in wealth management technology, from leadership changes at Ozaic to Virgil's innovative funding boost. Discover how Redtail CRM evolved into an essential tool for advisors. Explore the growing role of AI in portfolio management, enhancing proposal creation. The conversation also highlights upcoming conferences and the significance of integration scores for tech vendors. All this and more offers a peek into the rapidly changing landscape of WealthTech!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
The Evolution of Redtail CRM in WealthTech
02:37 • 17min
Legacy of Leadership in CRM Development
19:55 • 9min
Funding and Innovation at Virgil
29:21 • 6min
Navigating AI in Wealth Management
35:45 • 7min
Upcoming Wealth Management Conferences and Advisor Tech Updates
42:43 • 2min
Innovations in Wealth Management Technology
44:49 • 8min
Understanding Integration Scores and Their Benefits for WealthTech Vendors
52:41 • 1min