In October 2024, industry thought leaders gathered at the Big Sky AI Roundtable, presented by Digital Wealth News and AI & Finance, to discuss what AI means for advisors and their clients, wealth organizations, and fintech solution providers.
GreenLine Consultants' whitepaper "The AI Race is On!" is the second of four that we are sending to our readers from our presenting sponsors of that roundtable. Offering strategic and tactical insights from Hilda Wong-Doo, Technologist, Product Manager, & Business Strategist, and Mark Guglielmo, Business Strategist and Growth Specialist, this whitepaper is designed for financial services, wealth management firms, and fintechs-whether they are just beginning their AI journey or already scaling for growth.
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