Tag: Technology Trends
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.