NextWealth Insights

Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.


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In Episode 3, Heather and Alasdair explore the cutting-edge world of AI with guest speaker Kapil Ram Bhatia from Salesforce. Discover how Salesforce is revolutionising tech for financial advice and wealth management firms, and get an insider’s perspective on the future of AI in the industry.



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NextWealth InsightsBy NextWealth