财富科技的下一步发展：三个令人兴奋的机会.pdf

1、T3:Technology Tools for Today20THANNIVERSARY Wealthtechs next evolution:Three exciting opportunitiesNed Dane AE CGORaj Madan AE CIO/CTONed DaneChief Growth OfficerRaj MadanChief Information Officer T3:Technology Tools for TodayClient PortalPlanning&Investing ToolsDigitalOnboardingBusinessIntelligenc

2、ePortfolioManagementCRMGSDGet S*DoneAs a Wealth Management Platform tech provider we are required to03Client and Employee Transformation02Quantum Computing01AI&DataWhats next for AI and Datain Wealth Management T3:Technology Tools for TodayDuet AI for Google Workspace&Microsofts Copilot T3:Technolog

3、y Tools for TodayAI personal assistant-coming to you Artificial intelligence will allow everyone to have their own personal assistant or a bot chief of staff in the next five years.Mustafa Suleyman,Cofounder,Googles AI division(DeepMind):T3:Technology Tools for TodayChasing the digital assistant for

4、 the financial advisorLife predictions:Client Data Access T3:Technology Tools for TodayClient data access:hyper-personalization What generation is willing to give access to their data?What touch points do financial advisor current have?oSocial Media oEmail correspondence oMeeting notes o23 and Me T3

5、:Technology Tools for TodayFrom my assistant to your assistant T3:Technology Tools for TodayData connectivity running board meetings with AE dashboardsA quantum leap for wealth management T3:Technology Tools for TodayMoores LawThe number of transistors on microchips doubles every two yearsMoores Law

6、 describes the empirical regularity that the number of transistors on integrated circuits doubles approximately every two years.This advancement is important for other aspects of technological progress in computing such as processing speed or the price of computers.Source:T3:Technology Tools for Tod