Tag: Customer Relationship
The new broker-customer relationship: More insight, less admin
As the insurance market softens, the customer relationship becomes vital for customer retention. For Doug Pullen, regional vice president at nCino, better use of...
The evolution of wealth management: A glimpse into IntellectAI’s vision
IntellectAI Partner & Senior Vice President, Hari Menon, and esteemed CIO, Investor, and Advisor Laura Meyer, recently discussed the future of WealthTech. The event, hosted by the Collaboration, Innovation, Technology Forum (CITF), marked a significant milestone in the journey of wealth management firms towards integrating AI, Entrepreneurship, and Visionary Leadership.
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