BULLSEYE BRIEF
WealthTech SelectWealthTech Insights delivers targeted analysis and strategic perspectives on wealth management technology.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | linkedin.com |
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Latest Issues
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WealthTech Select Bullseye Brief: Weekly Roundup - November 20th
## WealthTech Select Bullseye Brief: What RIAs Need to Know This Week
WealthTech Select Member Spotlight: CacheTech Advisor Solutions
### Building Technology by Advisors, for Advisors
How CRM-Native AI Notetakers Are Reshaping Wealth Management
> In wealth management, where every client interaction holds potential value, the emergence of AI-powered note takers is transforming not just meeting documentation, but also how firms manage client relationships, compliance, and operationa...
Beyond the Stack: Why HOW You Use Tech Matters More Than WHAT You Use
In a recent WealthManagement.com article titled The Tech You Use Doesn’t Matter, Matt Beecher , Chief Revenue Officer at interVal , presents a compelling argument about technology in wealth management. His central thesis - that technolo...
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