Insights from the Digital Disruption in Wealth panel
The panelists discussed their views on how
artificial intelligence (AI) and innovations in user experience (UX) have become essential in
achieving customer satisfaction, engagement and a competitive advantage.
Moderated by:
- John See, Fintech Veteran
With panelists:
- Brandon Krieg, STASH
- Christine Zalzal, Aviso Wealth
- Michael Milani, Mondeum Capital
- Steve Quirk, Robinhood
- Chris Larkin, E*TRADE