Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion Artwork

Whiskey&WealthTech

Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.

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Whiskey&WealthTech

Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion

October 02, 2024 • Alex Serman • Season 1 • Episode 23

The wait is over! 🎉 We are thrilled to release a Special Edition of our Whiskey & WealthTech Podcast, featuring an exclusive panel discussion from the London Performance and Risk Summit! Moderated by Steve O’Brien, and including expert panelists Alex Serman, Alexander Shalson, and Paul Farrar.

In this insightful episode, the panel delves into the transformative power of Artificial Intelligence (AI) in wealth management. Alex Serman offers a behind-the-scenes look at how First Rate is using AI to revolutionize performance reporting, making it more efficient, accurate, and impactful. Learn how AI is changing the way wealth managers approach data, reporting, and client outcomes.

If you’re interested in the future of wealth management, performance measurement, and how AI is disrupting traditional models, this episode is for you. Gain valuable insights from some of the most forward-thinking minds in the industry as they explore the exciting developments that are shaping the future.

Tune in now for this engaging discussion packed with actionable takeaways!