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Thought leader and (F)influencer at intersection of consumer finance and technology helping fintechs, banks and credit unions truly connect with Solution Providers. Storyteller, Trusted Advisor, Podcast Host, Speaker.

How to prepare for the Great Wealth Transfer “…Forecasts indicate that $84 trillion in assets will transition from the silent generation and baby boomers to the younger generation…” #GWT #GreatWealthTransfer #inheritance TheStreet Informationbanker

How to prepare for the Great Wealth Transfer

How to prepare for the Great Wealth Transfer

thestreet.com

Zehra Cataltepe

AI and GenAI solutions that Customer Facing Teams can Own (Marketing, Support, Operations, Fraud)

3mo

I believe it is possible to prepare and it does not necessarily require PhD in AI or huge data science or IT teams. :)

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