Revolutionizing Wealth Management

by Ben Malka, Partner


Advancements in technology have enabled substantial strides in automation across the financial services industry. However, as technology progresses, human intelligence is being removed from the equation, leaving us to wonder whether this is to the detriment of clients.

Our moderator, Cota Partner, Ben Malka, and special guest, Taylor Matthews, Co-Founder and CEO of Farther, discuss why the future of wealth management and other complex financial products are neither automation, nor human expertise, alone – but a purposeful and creative combination of the two that harnesses technology and empowers expert advisors.

The Cota Access webinar series offers in-depth, market-driven discussions from featured founders, thought leaders, and leading executives, exploring cutting-edge business and technology trends that fundamentally impact large enterprises.