Are Generative AI Agents a Game-Changer for Wealth Management?

Trading Tomorrow - Navigating Trends in Capital Markets

Trading Tomorrow - Navigating Trends in Capital Markets

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Đã thêm cách đây hai năm

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Cloud Realities

1
CR093: Role of AI/Gen AI in cybersecurity with Corence Klop, Rabobank 44:18

cách đây 17 ngày trước44:18

Nghe Sau

Danh sách

Thích

Đã thích

44:18

AI and Generative AI are transforming cybersecurity by enhancing threat detection and response. These technologies offer unmatched accuracy and efficiency, making them crucial for protecting sensitive data. As cyber threats evolve, integrating AI into security strategies is essential. This week, Dave, Esmee and Rob talk to Corence Klop, CISO at the Rabobank, about the expanding role of AI and Generative AI in cybersecurity, and how to begin integrating these technologies into your organization. TLDR 04:45 Rob is confused about wrong AI information for a hotel booking 08:20 Conversation with Corence 33:40 How can you identify the state of flow for your end-user in agile practices? 40:50 Going to the swimming pool and disco with your daughter Guest Corence Klop: https://www.linkedin.com/in/corenceklop/ Hosts Dave Chapman: https://www.linkedin.com/in/chapmandr/ Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ Production Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ ' Cloud Realities' is an original podcast from Capgemini…

cách đây khoảng một năm trước 17:48

MP3•Trang chủ episode

Join host Jim Jockle in an enlightening episode as he sits down with Kanishk Parashar, co-founder and CEO of Powder, a pioneer in AI-powered solutions for wealth management. Together they delve into how Powder’s technology is streamlining processes like document analysis, cutting task times by as much as 90%, and pushing the boundaries of operational efficiency. Kanishk also shares insights into the safeguards for AI-driven accuracy and what this could mean for the future of financial services. If you're curious about how AI is transforming the industry, this is an episode you won’t want to miss.

Chương

1. Are Generative AI Agents a Game-Changer for Wealth Management? (00:00:00)

2. AI Technology in Capital Markets (00:00:06)

3. Future of Generative AI in Finance (00:08:14)

39 tập

#Tech #Trading #Entrepreneur #Business #Numerix

Trading Tomorrow - Navigating Trends in Capital Markets

Are Generative AI Agents a Game-Changer for Wealth Management?

Trading Tomorrow - Navigating Trends in Capital Markets

published cách đây khoảng một năm trước

Chia sẻ

MP3•Trang chủ episode

Chương

1. Are Generative AI Agents a Game-Changer for Wealth Management? (00:00:00)

2. AI Technology in Capital Markets (00:00:06)

3. Future of Generative AI in Finance (00:08:14)

39 tập

#Tech #Trading #Entrepreneur #Business #Numerix

Alla avsnitt

Trading Tomorrow - Navigating Trends in Capital Markets

1
Fighting Against Financial Crime with Jennifer Arnold 29:30

cách đây 17 weeks trước29:30

29:30

In this episode of Trading Tomorrow – Navigating Trends in Capital Markets , host Jim Jockle sits down with Jennifer Arnold, co-founder and CEO of Minerva, to explore the future of compliance and the evolving role of technology in combating financial crime. Jennifer shares her journey from anti-money laundering expert to RegTech innovator and unveils how Minerva uses technology and automation to revolutionize financial crime detection. This episode delves into the intersection of innovation, regulatory challenges, and the human role in technology-driven compliance.…

Trading Tomorrow - Navigating Trends in Capital Markets

1
How Technology is Driving Client Engagement in Financial Planning 29:41

cách đây 18 weeks trước29:41

29:41

In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Patrick Spencer, Managing Director of Moneytree Software, to discuss how emerging technologies can and are reshaping the financial planning landscape. Patrick shares insights into Moneytree's platform, emphasizing personalization, trust, and goal-based engagement between advisors and clients. Explore the transformative power of AI and UX/UI advancements and how they affect the financial industry in real-time.…

Trading Tomorrow - Navigating Trends in Capital Markets

1
Unlocking AI's Power in Finance with Fawaz Chaudhry 27:21

cách đây 20 weeks trước27:21

27:21

In this episode of Trading Tomorrow, we explore the groundbreaking ways artificial intelligence is reshaping finance with insights from Fawaz Chaudhry, the Head of Equities for Fulcrum Asset Management. Fawaz provides a rare look at how AI tools are harnessed to interpret complex data, streamline coding, and improve reporting in finance. We delve into the future of AI for pattern recognition in images and video, and Fawaz shares the impact of hardware advances on AI's capabilities in finance. Tune in to discover how AI affects productivity, market efficiency, and the future of portfolio construction.…

Trading Tomorrow - Navigating Trends in Capital Markets

1
The Digital Shift in Financial Advisory: Insights with Jud Mackrill 29:22

cách đây 21 weeks trước29:22

29:22

In this Trading Tomorrow – Navigating Trends in Capital Markets episode, Jud Mackrill, Co-Founder and Managing Partner at Milemarker, reveals how data integration and cloud solutions are revolutionizing the wealth management landscape. Judd discusses the transition from traditional tools like Excel to AI-driven platforms, enhancing profitability, decision-making, and client service for financial advisors. Learn about Milemarker's innovative approach to real-time data analytics and how their solutions tackle merger integration challenges, streamline processes, and improve client relationships. From cloud strategy to AI, this conversation sheds light on the future of wealth management.…

Trading Tomorrow - Navigating Trends in Capital Markets

1
Navigating AI and Financial Markets with Alvaro Cartea 32:47

cách đây 22 weeks trước32:47

32:47

In this episode, host Jim Jockle sits down with Alvaro Cartea, Director of the Oxford-Man Institute of Quantitative Finance and Professor of Mathematical Finance at Oxford University. Together, they explore the transformative power of AI in financial markets and delve into how deep learning and reinforcement learning are reshaping trading strategies. Alvaro explains how these technologies uncover patterns humans can miss and how they’re personalizing trading models to fit unique market views. He raises crucial questions about the unintended consequences of autonomous algorithms, like the risk of AI-driven market collusion, and discusses what this means for future regulation and oversight. Tune in for a deep dive into the future of finance!…

Trading Tomorrow - Navigating Trends in Capital Markets

1
Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 2) 24:04

cách đây 23 weeks trước24:04

24:04

In Part 2 of Jim Jockle's conversation with Rance Masheck, CEO of iVest+, and Chris Mercer, the companies COO and Head of Business Development, we continue to discuss how AI is shaping trading strategies and enhancing decision-making. Discover the future of AI in finance, success stories from educators using iVest+’s advanced tools, and the growing impact of vertical AI applications.…

Trading Tomorrow - Navigating Trends in Capital Markets

1
Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 1) 23:30

cách đây 24 weeks trước23:30

23:30

In this episode, Jim Jockle dives into the transformative role of AI in trading. Joining him is Rance Masheck, CEO of iVest+, and Chris Mercer, COO and Head of Business Development for iVest+. iVest+ uses an innovative AI-powered toolkit to reshape trading for their users with smarter insights and streamlined decision-making. From advanced screeners to personalized trading coaches, explore the AI strategies that are currently redefining the trading landscape. There was so much information, we had to break it into a two-part episode. This is part one, stay tuned next week as we release part 2 of this insightful conversation!…

Trading Tomorrow - Navigating Trends in Capital Markets

cách đây 33 weeks trước1:31

1:31

How important is cloud migration for banks? How will AI reshape finance jobs in the next five years? Is blockchain the finance industry's top priority? Find out on "Trading Tomorrow: Navigating Trends in Capital Markets" Numerix's podcast, which explores the intersection of finance, innovation and technology. Join Jim Jockle for season three as he speaks with industry titans and tech pioneers about the trends changing the game.…

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