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Join our industry leaders to explore how modern infrastructure and AI tools are transforming the day-to-day operations of wealth advisors.
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What You Will Learn
- Understand the key drivers behind the shift towards multi-asset platforms.
- Learn how to leverage generative AI to automate routine client communications.
- Discover best practices for integrating SaaS solutions into existing workflows.
Speakers
Anil Gupta
Co-Founder & CISJane has over 15 years of experience in wealth-tech, leading product teams to build innovative solutions for financial intermediaries.
Paresh Paladiya
Co-Founder & CTOParesh Paladiya specializes in highly scalable, secure architectures and has been instrumental in developing the MAGNIX AI suite.
Aakash
Co-Founder & CEOAakash is a serial entrepreneur with a strong background in financial services and technology. He is the co-founder of MIDASX and has played a key role in building the company from the ground up.