Power Your Advice Episode 234 – The Blueprint for Tomorrow’s Investors with Bob Santella
Nov 6, 2024
15:01
This episode dives into how BetaNXT’s new CEO, Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions.
Topics also discussed:
- Bob discusses his plans to drive innovation at BetaNXT, aiming to help clients grow their businesses by expanding product offerings and integrating advanced technology.
- He highlights BetaNXT’s new DataXChange initiative with Snowflake, designed to unify data across platforms and enhance security in wealth management.
- Major challenges in the wealth management industry, such as data modernization, the rise of AI, and evolving investor needs.
- The conversation explores BetaNXT’s approach to personalization, allowing clients to customize and manage wealth data for a more tailored experience.
- Looking to the future, Bob anticipates that AI, new investment options, and modular cloud platforms will significantly impact wealth management trends in the coming years.
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