Run Your Wealth Platform by Asking
Venue
Online / Virtual Workshop
Location
Virtual
This session has already aired. The full recording is available on request.
How firms use AI and MCP to operate a wealth platform through natural conversation — querying data, deploying dashboards, managing users and running projects from a single prompt instead of a multi-step process.
Featuring
Jud Mackrill, CEO & Cofounder, Milemarker
Kailash Duraiswami, Chief Technology Officer, Milemarker
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