All content for WealthTech Today is the property of Craig Iskowitz and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout
WealthTech Today
2 months ago
Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout
AI continues to dominate the wealth management conversation—but the story isn’t just about innovation anymore. It’s about control. From Fidelity’s escalating battle with Pontera to CRM vendors embedding native AI assistants, October’s headlines revealed a clear shift: the industry is moving from experimentation to execution, and the firms that don’t build governance, data discipline, and […]
WealthTech Today
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
