Transforming Wealth Management with Technology
from The Exceptional Advisor Podcast Hosted by Investments & Wealth Institute®
Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.
Embed this episode
No transcript yet.
Frequently asked questions
How long is this episode of The Exceptional Advisor Podcast?
This episode is 25 minutes long.
When was this The Exceptional Advisor Podcast episode published?
This episode was published on December 7, 2023.
Can I download this The Exceptional Advisor Podcast episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.