ARQA

On October 29, our Co-Founder Pete D. will be speaking at the Boston Regional Meeting organized by The Exchange Network. He'll participate in two sessions, starting with the main presentation on "Cybersecurity: Data Breach to Identity Theft," where he'll discuss the evolving threats in cybersecurity and how they impact wealth management space. Following that, he'll join a panel discussion on "AI in Wealth Management: Are We There Yet?" alongside Joe LaFemina, Lauren K. Loehning and Jack Lynch. Together, they’ll explore the current applications of AI in the industry and what the future holds. If you're attending, connect with us—we're looking forward to meeting you!

On October 29, ARQA will be participating in The Exchange Network's Regional Meeting in Boston. As the premier networking organization for wealth and investment management, this event is a can’t-miss opportunity to connect with industry leaders and gain insights into the latest trends. We’re excited to share that our Co-founder, Pete D., will be taking the stage to discuss two crucial topics: cybersecurity and AI in wealth management. These areas are at the forefront of the financial services industry, and Pete will offer valuable insights. We’ll be sharing more details about the session soon. Stay tuned and see you in Boston!

Our ARQA team, represented by Pete D., Michael Wholey and Mitesh Amin, spent an incredible day at the Microsoft Garage in NYC for an AI Design and Incubation Workshop with Morningstar. The day was full of innovative brainstorming, productive collaboration, and preparing for the future. Huge thanks to both Microsoft and Morningstar for this great experience. Looking forward to what comes next! 🚀

🎉 Exciting News! ARQA is now on Schwab Advisor Services Provider Listings! Being part of the Schwab Provider Listings means that over 7,500 advisors who custody with Schwab Advisor Services can now easily find and select ARQA as a trusted technology partner. Partnering with Schwab Advisor Services is a significant milestone for us and a testament to the market’s trust in our expertise and commitment. We’re excited about this opportunity and look forward to helping more advisors leverage AI to enhance their efficiency and deliver exceptional client service.

What an incredible experience at the #AdviseAI conference! 🚀 It was a pleasure to be a part of this event, fully dedicated to the intersection of AI and wealth management. Our CEO, Haik Sahakyan, had the opportunity to join Oleg Tishkevich and Nelson (Nick) Graham on a panel as well as showcase how ARQA’s AI functionality can help advisors get actionable insights from their data on the Invent platform. The conversations, panels, and discussions throughout the event were truly insightful, reinforcing the importance of advancing AI innovation in our industry. 💡 A big thank you to Financial Planning and Diana Cabrices for hosting such a fantastic event and bringing together forward-thinking minds in our industry. And special thanks to Oleg Tishkevich and the Invent team for the valued partnership—together, we’re driving the future of AI in wealth management. 🤝 The momentum around AI is building, so let's keep it going!

Catch a glimpse into yesterday's insightful session on "How AI is Impacting Data Lakes and Data Governance" at #AdviseAI by Financial Planning! Oleg Tishkevich, CEO at Invent, our CEO Haik Sahakyan, and Nelson (Nick) Graham, EVP & CTO at Cambridge Investment Research, Inc., sat down to share how AI is reshaping data governance, and the way financial firms interact with complex data. As Oleg correctly pointed out, "It's really about data and then experiences around your data." Haik shared how ARQA is enabling firms to get the most out of their data, whether on top of Invent's data lake or from documents. Speaking about the use of AI in data governance, Nick emphasized the importance of data control, interaction methods, and the flow of information across systems. If you’re at Advise AI, be sure to join today’s demo of Invent, where you can learn more about it and also see how AI, powered by ARQA, can be leveraged within the Invent platform. See you there!

ARQA is heading to Las Vegas for the Advise AI Conference by Financial Planning on October 9-10! As the only conference 100% focused on exploring AI in the wealth management industry, we’re excited to be part of it and bring innovative AI use cases for your portfolio data. 📅 On October 9, join us for an insightful session on “How AI is Impacting Data Lakes and Data Governance”, presented by Oleg Tishkevich, CEO at Invent, and featuring our CEO, Haik Sahakyan and Nelson (Nick) Graham, Executive Vice President & CTO at Cambridge Investment Research, Inc. They’ll dive into how AI revolutionizes data lakes and enhances data security, privacy, and governance for wealth management firms. 📅 On October 10, don't miss the live demo where Oleg Tishkevich and Haik Sahakyan will showcase how to leverage AI, powered by ARQA, within the Invent platform. If you’re attending, meet us there or reach out to Haik Sahakyan to learn more. We look forward to connecting at #AdviseAI and sharing insights on how AI can level up your practice.

I'm excited to announce that I'll be speaking at Financial Planning's upcoming conference, Advise AI, happening October 9-10 in Las Vegas. This is the only wealth management event fully dedicated to exploring AI-driven innovations, making it highly relevant to ARQA’s mission of transforming wealth management with AI. If you're attending, click here https://lnkd.in/gJVRevXf to join me, or let me know so we can connect!

ARQA AI helps you quickly get actionable insights from your portfolio data just by asking questions. With ARQA AI you can: 🔍 Get specific insights: Ask targeted questions for instant answers about your portfolio. 📊 Analyze and compare: Quickly analyze performance across asset types, securities and more. 📈 Create visual charts: Generate tables, bar graphs, and pie charts to better understand your data and share with clients. But we know at first it can be tricky to know what questions to ask at first. That's why we've created a guide with 5 prompts to help you get started. Plus, with our new Smart Prompts feature, ARQA AI offers tailored suggestions based on your portfolio, helping you skip the guesswork and access insights faster than ever. 👉 Want to discover what ARQA AI can do for you? Sign up for a free demo: https://arqa.ai/book-demo

🚀 Introducing Smart Prompts in ARQA AI! 🚀 We’ve made it even easier to get insights from your portfolio data. Now with Smart Prompts, you get intelligent suggestions on what to ask next, helping you gather actionable insights from your data faster than before. Whether you need quick data or in-depth analysis for your reports, Smart Prompts offer relevant questions tailored to your specific context. 📊 Ready to experience it for yourself? Request a free demo and see how ARQA AI can unlock new insights from your portfolio data. 🔗 https://arqa.ai/