Welcome to Episode 97 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean are joined by Suleman Din, Advisor Intelligence Lead at AdvisorEngine. The three have a wide-ranging conversation on the topic of technology in financial services. From the days of pen and paper, to the innovation microfiche and excel, and perhaps a future involving AI assistants, Din gives us a rundown of how the industry has gotten to where it is today and where it may be heading in the future. Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
Welcome to Episode 97 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean are joined by Suleman Din, Advisor Intelligence Lead at AdvisorEngine. The three have a wide-ranging conversation on the topic of technology in financial services. From the days of pen and paper, to the innovation microfiche and excel, and perhaps a future involving AI assistants, Din gives us a rundown of how the industry has gotten to where it is today and where it may be heading in the future.
Please see the links below for our disclosure.
Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/