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Ep. 349: July WealthTech News
The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.
This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […]
The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.
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By Craig Iskowitz
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The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.
This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […]
The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.
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