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Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair

Steve Sanduski

On today’s show, Vinay Nair and I survey the state of AI in financial services. ” Examples of TIFIN’s fintech platforms for both consumer and B2B and how the firm is using AI to fulfill its mission: “Better advice for more people.”

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Fundamental Analysis Of CE Info Systems (Map My India) – Future Plans & More

Trade Brains

In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. Segment Analysis The company has recognized revenue earnings as a segment known as Map Data and Map Data-related services. in FY22.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

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Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board

Harness Wealth

As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.

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Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023

Trade Brains

Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It provides a wide array of products and services such as the distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

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WomenCart IPO Review – GMP, Price, Details & More

Trade Brains

The Indian government has raised the FDI limit in the e-commerce marketplace model to 100% for B2B models to attract more foreign players. In 2021, India’s e-commerce sector received a record US$ 15 billion in PE/VC investments, a 5.4 times increase from the previous year. anticipated in 2022 to reach US$ 74.8

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Inspire Films IPO Review – GMP, Price, Details & More

Trade Brains

It is involved in every aspect of content creation, including project financing, hiring actors and crew, location scouting, set design, budget management, and overseeing production and post-production. Inspire Films IPO Review – Key IPO Information Particulars Details IPO Size ₹21.23 Cr Fresh Issue ₹21.23

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