MDOTM Ltd at We Wealth Event in Milan : Showcasing AI's Transformative Impact on Investment Decision-Making

On October 15th, MDOTM Ltd., a global provider of AI-driven investment solutions, will participate in the We Wealth event in Milan. The event brings together wealth management experts to discuss the rapid transformations reshaping the industry, with a special focus on how AI is transforming  portfolio management and client experiences. The event promises to cover crucial topics, including longevity planning, the role of AI in investment, and how emerging advisory platforms are driving innovation in the sector.

We Wealth is a great opportunity for wealth management professionals to connect with academia, tax and legal consultants, fiduciaries, trust companies, and family offices, all dedicated to building a successful wealth management landscape. Attendees will hear from top industry leaders who are shaping the future of wealth management.

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Key Sessions with MDOTM Ltd. Experts

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MDOTM’s CEO & Co-Founder, Tommaso Migliore, and Partner and Head of Americas, Peter J. Zangari, Ph.D., will lead sessions on AI’s transformative power.

Tommaso Migliore will explore AI's role in wealth managementresentation, “Focus AI: una rivoluzione per i portafogli e la customer experience,” will highlight how AI is transforming portfolio management and client interactions. He will showcase how Sphere, MDOTM’s AI-powered platform, delivers data-driven investment insights, creates and rebalances portfolios at scale and automates reporting, enabling wealth managers to provide personalized, high-value services to clients.

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In a separate session, Peter J. Zangari, Ph.D will discuss “Analytical & Generative AI: How Do They Support Investment Decision-Making?” Peter will delve into how AI technologies equip investors with deeper insights and greater precision. Attendees will learn about AI-driven analysis's impact on Strategic and Tactical Asset Allocation, and how AI helps wealth managers comprehensively understand macroeconomic trends and risk exposures. Peter will also demonstrate how AI’s analytical capabilities allow wealth managers to offer clients more accurate and well-informed investment strategies.

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MDOTM Ltd. invites you to join them at the event to discover how AI is redefining the future of investment and client engagement, empowering wealth managers to excel in an increasingly competitive environment.

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Discover the 3 Proven AI Uses Cases for Investment Managers

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Learn how MDOTM’s AI adds speed and scale to your investment process. Click here to schedule a call with our customer success team where they will show you how our clients are leveraging AI successfully. During the call they will walk you through:

‍- AI-Driven Investment Insights on expected returns, risk and market regimes

- Portfolio Rebalancing at Scale to build & optimize hyper-personalized portfolios

- Automated Reporting & Commentaries for an enhanced portfolio understanding with Analytical & Generative AI

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