EP1004: Why Wealth Firms Need More Than Technology
About this episode
Deepak Dastrala discusses the evolving needs of wealth management firms in the context of AI and client engagement.
Deepak Dastrala, CEO, Purple Fabric, Intellect Design arena As the Middle East prepares for a massive intergenerational wealth transfer and rising demand for personalised financial advice, wealth management firms are rethinking how they engage clients, empower relationship managers, and scale operations. Puja Sharma speaks with Deepak Dastrala, CEO, Purple Fabric, IDA, about the growing role of AI-driven intelligence in wealth management, the shift from technology-led to insight-led advisory ...
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