The Tech Advantage of Independent Wealth & Family Office Firms
In this FinextraTV interview at the Communify Intelligence Experience in Miami, Ali Bastani, Managing Director at Seven Post Investment Office, discusses how small wealth management firms are embracing technology and AI to compete with bigger financial firms. Bastani explains how digital tools are transforming client services and why boutique firms may be better positioned to adapt quickly. Bastani highlights the importance and quality of the advice provided to clients and how embracing new tech...
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