How Technology Changed Investing Forever

Technology has completely transformed how we invest and educate investors. In this eye-opening discussion, we explore the massive shift from physical seminars reaching 500 people to digital content reaching lakhs!

Key Technology Benefits Covered:

•How digital reach expanded due to technology
•Seamless client onboarding across the globe
•CRM systems preserving investor data beyond individual RMs
•Automated risk profiling and behavioural documentation
•Smart triggers for rebalancing and communication
•Technology's role in financial literacy at scale

The future of investing is digital, and this video shows you exactly why and how.


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