Delivering Personalized Advice at Scale for Wealth Management Personetics











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This presentation was delivered at the American Bankers Association (ABA) Wealth Management and Trust Conference virtual event on Feb. 15-16, 2022. • Presented by: • Jody Bhagat, President of Americas, Personetics • Nicole Meyers, VP Strategic Account Management, Personetics. • Deliver personalized insights for your clients and regulate cash flow management with revolutionary AI banking technology. • #personetics #bankai #technobanking #personalizedbanking • • Visit our website: • https://personetics.com/ • Social Links: • ▶ LinkedIn:   / personetics   • ▶ Twitter:   / personetics   • ▶ Facebook:   / personetics  

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