Build customer’s trust in rapidly changing world of AI, crypto,regulations

Build customer’s trust in rapidly changing world of AI, crypto,regulations

By La Meer Inc.

Broker-dealers / Registered Advisors need to navigate the evolving landscape of AI, crypto, regulations to build trust with customers

Date and time

Location

Online

Agenda

Agenda
Untitled agenda

AI, Crypto, 401 K, Alternates, Reg S-P, AML market and regulatory updates

Harriet Britt

Collaboration between Sales and Compliance to build customer trust

Carmela Ravi

Integrated approach for the organization and AI Uses cases that empower them

Laxmi Ramanath

Good to know

Highlights

  • 1 hour
  • Online

About this event

Business • Sales & Marketing

Build customer’s trust in rapidly changing world of AI, crypto, regulations

Registered Investment Advisers (RIAs) and Broker-dealers (BDs) are navigating a financial landscape undergoing rapid transformation due to three major forces: the generational wealth transfer and evolving expectations from multi-generational family clients, the rise of AI and of Crypto. It is important that firms ensure customer protection through compliance with regulations. Businesses can build trust between their clients, advisors and compliance. Leveraging technology to build efficiency and transparency is and will be key to survival and growth.


La Meer Inc. would like to invite you to a webinar on the important topic of "Building customer’s trust in rapidly changing world of AI, crypto and regulations." from industry leaders. Join us for insightful discussions from our expert panels on how to navigate these complex topics and establish credibility with your audience.


Don't miss this opportunity to stay ahead of the curve and learn the latest on the regulations, collaboration between Sales and Compliance to build customer trust and the many use cases of AI that can be leveraged by your organization for your growth . See you there!


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La Meer Inc.

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Free
Oct 22 · 11:00 AM PDT