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In this very insightful and fun conversation, Charles Smith, principal in the wealth and asset management consulting practice at EY, discusses with Zephyr Chief Market Strategist Ryan Nauman everything from technology stacks to client acquisition strategies.
And of course, they talk about the use of artificial intelligence to enhance the client experience.
Learn more about the award winning Zephyr
Learn more about EY Wealth and Asset Management
EY’s Global Wealth Report for 2023
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