Delivering Personalized Advice at Scale for Wealth Management | Personetics

Delivering Personalized Advice at Scale for Wealth Management | Personetics

Personetics

55 лет назад

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This presentation was delivered at the American Bankers Association (ABA) Wealth Management and Trust Conference virtual event on Feb. 15-16, 2022.

Presented by:
Jody Bhagat, President of Americas, Personetics
Nicole Meyers, VP Strategic Account Management, Personetics.

Deliver personalized insights for your clients and regulate cash flow management with revolutionary AI banking technology.


Visit our website:
https://personetics.com/

Social Links:
▶ LinkedIn: https://www.linkedin.com/company/personetics/
▶ Twitter: https://twitter.com/personetics
▶ Facebook: https://www.facebook.com/Personetics/

Тэги:

#Personetics #self-driving_finance #technology_for_banks #open_banking_finance #banking_software_technology #bank_SaaS_technology #fintech #digital_banking_software #פרסונטיקס #טכנולגיה_לבנקים #ai_banking #transforming_your_Digital_Bank #Digital_Financial_Technology_for_Banks_and_Credit_Unions #Digital_Technology_for_Banks_and_Credit_Unions
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