The Future of Wealth Management: Jag Prakasam & Qdeck’s AI-Driven Platform
Автор: The Disruptors Media
Загружено: 2025-11-12
Просмотров: 28
In this episode of The Disruptors, host Bruce K. Lee sits down with Jag Prakasam, Founder & CEO of Qdeck — a cutting-edge AI-powered FinTech SaaS platform designed to empower financial advisors, wealth managers and family offices.
👉 What you’ll learn in this episode:
Jag’s entrepreneurial journey from algorithmic trading beginnings to launching Qdeck’s AI platform for wealth-management professionals.
How Qdeck’s “AI Co-Pilot” model helps advisors scale, personalize, and enhance client communications in an industry ripe for disruption.
Why embracing AI doesn’t mean losing the human touch — the balance of technology + relationship-driven service.
Real-world insights: implementation challenges, change management, and how firms can stay competitive by leveraging AI tools.
Advice for founders, advisors and visionaries looking to lead disruption in finance, tech or services.
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