The Future of Wealth Management: Jag Prakasam & Qdeck’s AI-Driven Platform

Описание: In this episode of The Disruptors, host Bruce K. Lee sits down with Jag Prakasam, Founder & CEO of Qdeck — a cutting-edge AI-powered FinTech SaaS platform designed to empower financial advisors, wealth managers and family offices.

👉 What you’ll learn in this episode:

Jag’s entrepreneurial journey from algorithmic trading beginnings to launching Qdeck’s AI platform for wealth-management professionals.

How Qdeck’s “AI Co-Pilot” model helps advisors scale, personalize, and enhance client communications in an industry ripe for disruption.

Why embracing AI doesn’t mean losing the human touch — the balance of technology + relationship-driven service.

Real-world insights: implementation challenges, change management, and how firms can stay competitive by leveraging AI tools.

Advice for founders, advisors and visionaries looking to lead disruption in finance, tech or services.