<p>Ned's long-time friend, Alexis Calla, CPO at DreamQuark, discuss the role of AI and machine learning in bettering financial services for clients as well as advisors. They dive into how behavioral management strengthens wealth advisory and pitching a vision as a startup. </p>

Ned's long-time friend, Alexis Calla, CPO at DreamQuark, discuss the role of AI and machine learning in bettering financial services for clients as well as advisors. They dive into how behavioral management strengthens wealth advisory and pitching a vision as a startup.

<p>Ned's long-time friend, Alexis Calla, CPO at DreamQuark, discuss the role of AI and machine learning in bettering financial services for clients as well as advisors. They dive into how behavioral management strengthens wealth advisory and pitching a vision as a startup.&nbsp;</p>

59. Leveraging AI/ML in Wealth Management with Alexis Calla

WealthTech UnWrapped is a Bambu podcast that dives into the ins and outs of the WealthTech industry. It weaves the narrative between a startup founder, Ned Phillips, and special guests that bring their unique insight into this growing industry. Each week we tackle a different topic, from ideas on what the future of Robo-advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, we hope to unwrap the intricacies of WealthTech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored and tired of the corporate schpiel around finance and technology.

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59. Leveraging AI/ML in Wealth Management with Alexis Calla

59. Leveraging AI/ML in Wealth Management with Alexis Calla