{"id":123726,"date":"2024-08-02T14:25:08","date_gmt":"2024-08-02T13:25:08","guid":{"rendered":"https:\/\/www.artefact.com\/blog\/steve-rosenblum-founder-of-libertify-and-vinit-srivastava-co-founder-ceo-of-merqube-at-ai-for-financial-services-nyc-elevate-client-engagement-boost-revenue\/"},"modified":"2024-09-24T14:24:06","modified_gmt":"2024-09-24T13:24:06","slug":"steve-rosenblum-founder-of-libertify-and-vinit-srivastava-co-founder-ceo-of-merqube-at-ai-for-financial-services-nyc-elevate-client-engagement-boost-revenue","status":"publish","type":"blog","link":"https:\/\/www.artefact.com\/br\/blog\/steve-rosenblum-founder-of-libertify-and-vinit-srivastava-co-founder-ceo-of-merqube-at-ai-for-financial-services-nyc-elevate-client-engagement-boost-revenue\/","title":{"rendered":"Steve Rosenblum, fundador da Libertify , e Vinit Srivastava, cofundador e CEO da MerQube, na AI for Financial Services NYC - Elevate Client Engagement &amp; Boost Revenue"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--link_color: var(--awb-color6);--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-background-color:var(--awb-color1);--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1440px + 20px );margin-left: calc(-20px \/ 2 );margin-right: calc(-20px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:10px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:10px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:10px;--awb-spacing-left-medium:10px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:10px;--awb-spacing-left-small:10px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1 description\" style=\"--awb-text-color:var(--awb-color5);--awb-text-font-family:&quot;PT Serif&quot;;--awb-text-font-style:normal;--awb-text-font-weight:400;\"><p>Principais aprendizados da discuss\u00e3o entre Rosenblum, fundador da Libertify, e Vinit Srivastava, cofundador e CEO da MerQube, no AI for Financial Services Summit by Artefact - 12 de junho de 2024<\/p>\n<p>\u201c<strong>Sobre Steve Rosenblum:<\/strong> Ele fundou a Libertify, uma plataforma orientada por IA focada no gerenciamento de riscos para carteiras de criptomoedas. Ele foi cofundador da Pixmania e um dos primeiros investidores da Deezer, trazendo uma vasta experi\u00eancia em empreendedorismo e inova\u00e7\u00e3o tecnol\u00f3gica.<\/p>\n<p><strong>Sobre Vinit Srivastava:<\/strong> Ele fundou a MerQube, uma plataforma de \u00edndices de \u00faltima gera\u00e7\u00e3o. Antes de fundar a MerQube, ele foi Diretor Global de Estrat\u00e9gia e Volatilidade da S&amp;P Dow Jones Indices, onde liderou o desenvolvimento de v\u00e1rios produtos inovadores.\u201d<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-background-color:var(--awb-color1);--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1440px + 20px );margin-left: calc(-20px \/ 2 );margin-right: calc(-20px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:10px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:10px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:10px;--awb-spacing-left-medium:10px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:10px;--awb-spacing-left-small:10px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div style=\"text-align:center;\"><a class=\"fusion-button button-flat fusion-button-default-size button-default fusion-button-default button-1 fusion-button-default-span fusion-button-default-type button-primary-medium\" style=\"--button_text_transform:var(--awb-custom_typography_2-text-transform);--button_font_size:var(--awb-custom_typography_2-font-size);--button_line_height:var(--awb-custom_typography_2-line-height);--button_typography-letter-spacing:var(--awb-custom_typography_2-letter-spacing);--button_typography-font-family:var(--awb-custom_typography_2-font-family);--button_typography-font-weight:var(--awb-custom_typography_2-font-weight);--button_typography-font-style:var(--awb-custom_typography_2-font-style);\" target=\"_self\" data-hover=\"text_slide_down\" href=\"https:\/\/report.artefact.com\/l\/597421\/2024-07-25\/j323ss\" rel=\"noopener\"><div class=\"awb-button-text-transition  awb-button__hover-content--centered\"><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Relat\u00f3rio de IA para servi\u00e7os financeiros<\/span><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Relat\u00f3rio de IA para servi\u00e7os financeiros<\/span><\/div><\/a><\/div><\/div><\/div><\/div><\/div><article class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--link_color: var(--awb-color6);--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-background-color:var(--awb-color1);--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-justify-content-center fusion-flex-content-wrap\" style=\"max-width:calc( 1440px + 20px );margin-left: calc(-20px \/ 2 );margin-right: calc(-20px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:10px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:10px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:10px;--awb-spacing-left-medium:10px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:10px;--awb-spacing-left-small:10px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-video fusion-youtube\" style=\"--awb-max-width:670px;--awb-max-height:377px;--awb-align-self:center;--awb-width:100%;\"><div class=\"video-shortcode\"><div class=\"fluid-width-video-wrapper\" style=\"padding-top:56.27%;\" ><iframe title=\"Reprodutor de v\u00eddeo do YouTube 1\" src=\"https:\/\/www.youtube.com\/embed\/XA_4Q2zJa00?wmode=transparent&autoplay=0\" width=\"670\" height=\"377\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture;\"><\/iframe><\/div><\/div><\/div><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Introdu\u00e7\u00e3o \u00e0 solu\u00e7\u00e3o do Libertify<\/h2><\/div><div class=\"fusion-text fusion-text-2\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>Em uma palestra recente, o fundador da Libertify compartilhou insights sobre suas solu\u00e7\u00f5es inovadoras destinadas a transformar o envolvimento do cliente no setor de servi\u00e7os financeiros. A Libertify, uma empresa com escrit\u00f3rios em Nova York, Dubai e Hong Kong, aborda um ponto problem\u00e1tico significativo no setor: a complexidade de documentos extensos e de conformidade pesada que os clientes geralmente ignoram. Esses documentos, essenciais para fins regulat\u00f3rios, muitas vezes n\u00e3o s\u00e3o lidos, o que gera riscos de conformidade e oportunidades perdidas de gera\u00e7\u00e3o de receita.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Aproveitamento da IA para simplifica\u00e7\u00e3o de documentos<\/h2><\/div><div class=\"fusion-text fusion-text-3\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>A solu\u00e7\u00e3o da Libertify utiliza uma plataforma SaaS de IA projetada para simplificar a leitura de documentos longos, convertendo-os em v\u00eddeos explicativos envolventes. Essa abordagem n\u00e3o apenas melhora o envolvimento do cliente, mas tamb\u00e9m garante a conformidade por meio de um mecanismo de conformidade integrado chamado Libertify Evaluation Agent (LEA), que verifica o conte\u00fado em rela\u00e7\u00e3o aos padr\u00f5es regulat\u00f3rios. A plataforma permite que os usu\u00e1rios arrastem e soltem documentos, que s\u00e3o transformados em v\u00eddeos de 90 segundos exibidos ao lado dos documentos originais, incentivando a intera\u00e7\u00e3o e fornecendo uma narrativa que capta a aten\u00e7\u00e3o.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">A evolu\u00e7\u00e3o do investimento passivo<\/h2><\/div><div class=\"fusion-text fusion-text-4\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>Vinit, representando uma empresa sediada em Nova York que colabora com a Libertify, discutiu a evolu\u00e7\u00e3o do investimento passivo nas \u00faltimas duas d\u00e9cadas. Ele destacou o aumento da complexidade dos produtos de investimento, como os ETFs, que agora incluem abordagens de v\u00e1rias estrat\u00e9gias envolvendo op\u00e7\u00f5es e futuros. O desafio est\u00e1 em simplificar esses documentos complexos e torn\u00e1-los acess\u00edveis e compreens\u00edveis para os clientes e seus consultores. A plataforma do Libertify aborda essa quest\u00e3o criando explica\u00e7\u00f5es interativas e de f\u00e1cil digest\u00e3o sobre esses produtos de investimento, aumentando assim a transpar\u00eancia e o envolvimento do cliente.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Demonstra\u00e7\u00e3o da plataforma do Libertify<\/h2><\/div><div class=\"fusion-text fusion-text-5\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>A apresenta\u00e7\u00e3o incluiu uma demonstra\u00e7\u00e3o de como a plataforma do Libertify funciona. Simplesmente arrastando e soltando um documento PDF, o sistema gera um v\u00eddeo explicativo e uma interface interativa para que os clientes fa\u00e7am perguntas e recebam respostas compat\u00edveis. Esse engajamento data \u00e9 alimentado novamente no CRM da empresa, fornecendo informa\u00e7\u00f5es valiosas e aprimorando o processo geral de gerenciamento do relacionamento com o cliente.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Aprimoramento dos processos de neg\u00f3cios para gerentes de ativos<\/h2><\/div><div class=\"fusion-text fusion-text-6\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>Al\u00e9m disso, a plataforma Libertify oferece recursos adicionais para gerentes de ativos, incluindo a gera\u00e7\u00e3o de reports detalhado e rascunhos de e-mail com base nas intera\u00e7\u00f5es com o cliente. Isso acelera os processos comerciais e garante que as informa\u00e7\u00f5es importantes do cliente, muitas vezes negligenciadas nos formatos tradicionais de documentos, sejam utilizadas de forma eficaz. A abordagem inovadora da Libertify foi reconhecida, ganhando o pr\u00eamio de Melhor Fintech do Ano na Hong Kong Fintech Week.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-6 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Conclus\u00e3o, da complexidade \u00e0 clareza<\/h2><\/div><div class=\"fusion-text fusion-text-7\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>De modo geral, o Libertify tem como objetivo transformar a forma como os documentos financeiros s\u00e3o lidos e utilizados, passando da complexidade para a clareza e melhorando significativamente o envolvimento do cliente e as oportunidades de gera\u00e7\u00e3o de receita.<\/p>\n<\/div><\/div><\/div><\/div><\/article><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-background-color:var(--awb-color1);--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1440px + 20px );margin-left: calc(-20px \/ 2 );margin-right: calc(-20px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:10px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:10px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:10px;--awb-spacing-left-medium:10px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:10px;--awb-spacing-left-small:10px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div style=\"text-align:center;\"><a class=\"fusion-button button-flat fusion-button-default-size button-default fusion-button-default button-2 fusion-button-default-span fusion-button-default-type button-primary-medium\" style=\"--button_text_transform:var(--awb-custom_typography_2-text-transform);--button_font_size:var(--awb-custom_typography_2-font-size);--button_line_height:var(--awb-custom_typography_2-line-height);--button_typography-letter-spacing:var(--awb-custom_typography_2-letter-spacing);--button_typography-font-family:var(--awb-custom_typography_2-font-family);--button_typography-font-weight:var(--awb-custom_typography_2-font-weight);--button_typography-font-style:var(--awb-custom_typography_2-font-style);\" target=\"_self\" data-hover=\"text_slide_down\" href=\"https:\/\/report.artefact.com\/l\/597421\/2024-07-25\/j323ss\" rel=\"noopener\"><div class=\"awb-button-text-transition  awb-button__hover-content--centered\"><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Relat\u00f3rio de IA para servi\u00e7os financeiros<\/span><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Relat\u00f3rio de IA para servi\u00e7os financeiros<\/span><\/div><\/a><\/div><\/div><\/div><\/div><\/div><\/p>","protected":false},"excerpt":{"rendered":"<p>Nesta palestra, o fundador da Libertify compartilhou insights sobre suas solu\u00e7\u00f5es inovadoras destinadas a transformar o envolvimento do cliente no setor de servi\u00e7os financeiros. A Libertify, uma empresa com escrit\u00f3rios em Nova York, Dubai e Hong Kong, aborda um ponto problem\u00e1tico significativo no setor: a complexidade de documentos extensos e de conformidade pesada que os clientes geralmente ignoram. Esses documentos, essenciais para fins regulat\u00f3rios, muitas vezes n\u00e3o s\u00e3o lidos, o que gera riscos de conformidade e oportunidades perdidas de gera\u00e7\u00e3o de receita.<\/p>","protected":false},"featured_media":123727,"parent":0,"template":"","meta":{"_acf_changed":false,"ep_exclude_from_search":false},"blog-category":[21930],"blog-language":[2991],"class_list":["post-123726","blog","type-blog","status-publish","has-post-thumbnail","hentry","blog-category-finance","blog-language-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog\/123726","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/types\/blog"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/media\/123727"}],"wp:attachment":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/media?parent=123726"}],"wp:term":[{"taxonomy":"blog-category","embeddable":true,"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog-category?post=123726"},{"taxonomy":"blog-language","embeddable":true,"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog-language?post=123726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}