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Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair

Steve Sanduski

Guests: Dr. Vinay Nair , the Founder and CEO of TIFIN , a fintech platform that drives personalization for wealth using AI and investment intelligence. On today’s show, Vinay Nair and I survey the state of AI in financial services. In a Nutshell: When someone tells you, “This time it’s different!”

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Fundamental Analysis Of CE Info Systems (Map My India) – Future Plans & More

Trade Brains

In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. Segment Analysis The company has recognized revenue earnings as a segment known as Map Data and Map Data-related services. Financial Year D/E Interest Coverage 2022-23 0.03

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

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WomenCart IPO Review – GMP, Price, Details & More

Trade Brains

Some key developments in the sector are, Walmart is set to invest over US$ 2.5 In 2021, India’s e-commerce sector received a record US$ 15 billion in PE/VC investments, a 5.4 The Indian government has raised the FDI limit in the e-commerce marketplace model to 100% for B2B models to attract more foreign players.

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Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023

Trade Brains

In fact, many of them start investing in stocks under Rs 50. Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. crores, Geojit Financial Services is a small-cap company. Market Cap (₹ in Cr) 1,040.05

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Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board

Harness Wealth

As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.

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Inspire Films IPO Review – GMP, Price, Details & More

Trade Brains

A high ROE and RoCE suggest a good return on the capital invested by the shareholders and an efficient use of the company resources. Inspire Films Limited is an SME(Small and Medium-sized Enterprise) IPO which is different from the mainline IPO as the investment required, and the Lot size of the share is larger. Cr Fresh Issue ₹21.23

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