HIFON Industry Involvement

T3 Session: HIFON Talks Tech – AI Comes to the RIA (Mar 2023)

This year our panelists talked about incorporating AI sooner than later to increase their firm’s efficiency at scale. Both of these firms are working on just that: pairing their CRM with brand new AI technology.

Panelists

Vib Arya, COO, Shufro Rose

Trevor Chuna, CTO, Sequoia Financial Group

Moderated By
Shaun Kapusinski, Founder, HIFON

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