Season 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie Melian

NextWealth Insights
08/07/2024 17 min

Listen "Season 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie Melian"

Descargar episodio Ver en sitio original

Episode Synopsis

In Episode 9, Claire Thompson and Stephanie Melian deliver a detailed presentation on their case study, which concentrates on harnessing the power of data.
Following this presentation, Heather and Emma share their insights and analysis of the case study.

More episodes of the podcast NextWealth Insights

Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows 24/09/2025
Season 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce risk 13/08/2025
Season 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more human 29/07/2025
Season 6, Episode 5: NextWealth Live 2025, Wealth tech case studies: Engaging workplace savers 09/07/2025
Season 6, Episode 4: NextWealth Live 2025, Debate 09/07/2025
Season 6, Episode 3: NextWealth Live 2025, Next advice panel 01/07/2025
Season 6, Episode 2: NextWealth Live 2025, Connecting with Customers 25/06/2025
Season 6, Episode 1: NextWealth Live 2025, CEO Big Debate 17/06/2025
Season 5, Episode 8: How intelliflo uses AI 12/02/2025
Season 5, Episode 7: Inside Re:LoA 13/12/2024
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA