AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer.
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
The CEO and co-founder of Summit Wealth explains how software companies, like Summit, can help advisors better utilize investment and client management platforms.
