25 min
062 - Amit Dogra: Voice AI in Finance: Alexa at Sanctuary Wealth Beetle Moment Marketing Podcast
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- Marketing
Amit Dogra is the Chief Experience Officer at Sanctuary Wealth, which reached $10bn in AUA (assets under advisement) within 15 months after its 2018 founding. Sanctuary is a partner owned firm that brings together an elite group of wealth advisors. Amit and Emily Binder talked about Sanctuary's unveiling of their Alexa Skills and what it means for their business. Voice is symbolic of more than just embracing new technology. What is the future of AI and voice in financial services, and why does this technology matter?
Hosted on Acast. See acast.com/privacy for more information.
Amit Dogra is the Chief Experience Officer at Sanctuary Wealth, which reached $10bn in AUA (assets under advisement) within 15 months after its 2018 founding. Sanctuary is a partner owned firm that brings together an elite group of wealth advisors. Amit and Emily Binder talked about Sanctuary's unveiling of their Alexa Skills and what it means for their business. Voice is symbolic of more than just embracing new technology. What is the future of AI and voice in financial services, and why does this technology matter?
Hosted on Acast. See acast.com/privacy for more information.
25 min