25 min

062 - Amit Dogra: Voice AI in Finance: Alexa at Sanctuary Wealth Beetle Moment Marketing Podcast

    • 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?
See acast.com/privacy for privacy and opt-out 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?
See acast.com/privacy for privacy and opt-out information.

25 min

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