Events
Invitation-only rooms hosted inside banks, funds, and data firms.
Insights
Conclusions first, evidence behind them.
Organisations
The organisations behind events in the network: hosts, stage firms, sponsors and partners.
About
A room for finance builders to compare notes.
SVP, Senior Sales Director, Wealth Management - EMEA & APAC · FactSet
Given FactSet's recent AI enhancements in it's Wealth offering, learn how Advisors are gaining efficiencies in order to drive client engagement. From surfacing Investment insights to helping Advisors prepare Portfolio reviews with their clients, AI is helping Advisors service more clients leveraging AI Technology at scale while ensuring all the necessary guardrails are in place regarding data confidentiality