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