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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Vega Minds


In a world compelled by AI, Vega Minds is on a mission to build the operating system of the future for advisors. Today, Vega Minds is offering Vega, an intelligent copilot that integrates with your CRM, email, and meeting software, and gets trained on your internal content. Vega is knowledgeable with your client sand your services and serves as an omniscient assistant: it writes your meeting notes while having your client situation and past interactions in mind, it drafts your follow-up emails, it creates tasks and pushes them to your CRM, and much more.