Advise AI Exhibitor Pitches in Las Vegas
Автор: AI for Advisors Podcast
Загружено: 2025-11-06
Просмотров: 59
Explore the forefront of AI for wealthtech with insights from industry leaders at the Advise AI conference.
00:48 Orion - Denali Ai - AI brain for all your data
05:08 Communify - AI something or other (creates personalized podcasts)
09:12 Knapsack - AI Overlay
11:34 Conquest Planning - financial planning
18:40 FINNY - prospecting
20:57 Syntax - direct indexing
22:35 Alphathena - direct indexing
25:43 FinMate AI - AI assistant
27:41 Advisor CRM - I'm guessing "CRM" on this one
30:42 aidentified - prospecting
33:17 Meetings Hub - meeting assistant
35:48 Egnyte - document management
Discover how these companies are revolutionizing data management, client engagement, and financial planning for advisors. Tune in to learn about the latest innovations and how they're shaping the future of the financial advisory landscape.
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