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Episode details

0:00 – Intro
3:33 – The potential for disappointment when using AI.
7:50 – An introduction to Elemnta.
12:20 – Solving the wealth management industry’s data integration problem.
16:58 – The challenges of integrating multiple software systems, and how Elemnta can help solve these challenges.
22:01 – Elemnta’s benefits for advisors and consumers, automation and integration.
29:51 – The future of integration automation.



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