How U.S. Wealth Firms Can Scale Faster With Compliance Intelligence скачать в хорошем качестве

How U.S. Wealth Firms Can Scale Faster With Compliance Intelligence

The meeting focused on a FinTech Virtual Lunch event exploring how U.S. wealth firms can scale faster through compliance intelligence, featuring presentations from Four Eyes Financial's Alicia Kenny and Jeff Harvey about their end-to-end compliance platform. The discussion covered key operational challenges in wealth management, including data management, process automation, and workforce retention, while emphasizing the importance of modernizing tools and adopting technology to attract and retain talent. The speakers highlighted the strategic importance of AI and data in business, stressing that while AI offers promising capabilities, successful implementation requires careful change management and responsible data handling, particularly when transitioning from traditional methods to new technologies.