Fearless Investing – Growth through Innovation

The session features a discussion among industry experts on the challenges and advantages of integrating technology into wealth management. The conversation opens with the concept of the Jevons Paradox, illustrating how increased efficiency in technology leads to greater resource consumption.

The panel then shifts focus to innovations in wealth management technology, primarily emphasising the importance of Customer Relationship Management (CRM) systems like Salesforce in scaling and managing advisory firms. Panelists discuss emerging technologies, including Salesforce’s Financial Services Cloud and the upcoming AgentForce, which aims to streamline routine tasks through advanced reasoning engines.

Additional topics include the balance between innovation and traditional client service, the importance of data quality and management, and practical strategies for technology adoption and tracking ROI. The discussion concludes with differing opinions on the future impact of AI, highlighting it as a pivotal yet gradual change agent in the financial sector.

Watch parts of the opening session here:

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