GenAI for Wealth Management Is Now!

Harvard Alumni Entrepreneurs Invites

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1+ y ago 23:05

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IN THIS EPISODE:

Listen in on this week’s episode, as host Denise Silber sits down with HBS MBA and world class entrepreneur, CEO Deborah Yang, to discuss the new world of finance in which GenAI-driven innovation helps us instantly visualize the characteristics of our investment portfolios as never before. Deborah Yang heads up Daizy, a revolutionary AI-powered platform for advisors and wealth firms. As the recipients of the greatest wealth transfer of all time and key drivers of sustainability, Millennials and Gen Z will demand and command the integration of sustainability in their investing – And since Deborah Yang shares how Daizy answers the investor’s demands for personalized information that GenAI now makes possible, this is a can’t-miss conversation. The new access, via Daizy, to a more complete narrative of the investment portfolio than ever before (and ready to integrate new future criteria as they unfold), will help unlock untold value to investors everywhere.

GUEST BIO:

A seasoned veteran of the financial services industry, Deborah Yang is the CEO of Daizy, a beneficial AI communications platform for advisors and wealth firms.

Deborah Yang, a worldclass expert in sustainable investing, has served as the Global Head of ESG Index for MSCI and led many high growth franchises including factor indexes and regions including EMEA index and Asia over her 18 years at MSCI. A Harvard Business School MBA, Deborah was named to Financial News 100 Most Influential Women in European finance for six consecutive years. She is also the Co-President of Women in ETFs EMEA.

Finally, Deborah Yang is a frequent conference speaker and interviewee in the leading financial and tech media.

79 episodes

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