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The Digital Shift in Financial Advisory: Insights with Jud Mackrill
Manage episode 450099341 series 3520061
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In this Trading Tomorrow – Navigating Trends in Capital Markets episode, Jud Mackrill, Co-Founder and Managing Partner at Milemarker, reveals how data integration and cloud solutions are revolutionizing the wealth management landscape. Judd discusses the transition from traditional tools like Excel to AI-driven platforms, enhancing profitability, decision-making, and client service for financial advisors. Learn about Milemarker's innovative approach to real-time data analytics and how their solutions tackle merger integration challenges, streamline processes, and improve client relationships. From cloud strategy to AI, this conversation sheds light on the future of wealth management.
章节
1. The Digital Shift in Financial Advisory: Insights with Jud Mackrill (00:00:00)
2. Revolutionizing Wealth Management With Data (00:00:06)
3. Data Transformation in Wealth Management (00:08:29)
4. Cloud Computing in Wealth Management (00:15:16)
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