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.
