Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

Financial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal […]

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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.