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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