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The Digital Shift in Financial Advisory: Insights with Jud Mackrill
Manage episode 450099341 series 3520061
Numerix에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Numerix 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this Trading Tomorrow – Navigating Trends in Capital Markets episode, Jud Mackrill, Co-Founder and Managing Partner at Milemarker, reveals how data integration and cloud solutions are revolutionizing the wealth management landscape. Judd discusses the transition from traditional tools like Excel to AI-driven platforms, enhancing profitability, decision-making, and client service for financial advisors. Learn about Milemarker's innovative approach to real-time data analytics and how their solutions tackle merger integration challenges, streamline processes, and improve client relationships. From cloud strategy to AI, this conversation sheds light on the future of wealth management.
챕터
1. The Digital Shift in Financial Advisory: Insights with Jud Mackrill (00:00:00)
2. Revolutionizing Wealth Management With Data (00:00:06)
3. Data Transformation in Wealth Management (00:08:29)
4. Cloud Computing in Wealth Management (00:15:16)
39 에피소드
공유
