Join us for lunch in Stockholm and experience what happens when AI meets trusted wealth data.
What if understanding complex wealth started with simply asking the right question?
What’s driving performance? Where is risk building? How does liquidity look across portfolios? What needs attention right now?
This autumn, Jay is introducing an entirely new wealth management platform, bringing trusted wealth data, hyper-personalized views and secure AI together in one experience. At the heart of it is Raymond, our new AI companion, built directly into our platform, to answer questions like these using the wealth data and context already within the platform.
Now we’re bringing Raymond to the table.
Join us in Stockholm for lunch and a focused 45-minute conversation. See Raymond firsthand, bring your own questions and explore what becomes possible when secure AI meets trusted wealth data.
What You Will Take Away
- A first look at Raymond: See how AI grounded in trusted wealth data can help uncover what matters across the portfolio.
- A new way to explore complex wealth: Experience how trusted data, hyper-personalized views and secure AI come together in the new platform.
- A practical view of where AI adds value: Explore real questions around performance, liquidity, risk and what requires attention.
- Fresh perspectives on what comes next: Exchange views on trust, data quality, security and where human judgment fits as AI becomes part of wealth management.
