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PUTTING THE AI IN DATA: USING ARTIFICIAL INTELLIGENCE TO DRIVE ADVISOR EFFICIENCY

Available On-Demand

Artificial Intelligence (AI) is best utilized as a tool for amplifying human capabilities, especially in the complex, service-driven culture of wealth management. Financial advisors can utilize AI to tackle challenges related to discovery. Automating discovery through data mining and pattern recognition can flag areas which may not have been considered by the financial adviser. Ultimately, advisors can incorporate AI tools and analytics to add value to their client relationships and gather insights on investor behavior and investment decisions.

View this webcast on-demand to understand how technology and the treatment of data can influence and ultimately improve business outcomes by driving advisor efficiency. Our experts will discuss:

  • Data as a source of intelligence to financial advisors on investor behavior
  • The opportunities and limitations of several current AI technologies
  • Changes in data management by wealth management firms
  • How advisors can jumpstart their capabilities with wealth advisory solutions

SPEAKERS
 
William Trout, Head of Wealth and Asset Management at Celent
William’s research is focused on technology strategy and innovation in the securities, wealth management, and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology.

Christopher Sparke, Global Head of Wealth Management Digital Solutions at Refinitiv
Christopher is focused on the entire wealth management workflow, working with technology, cloud capabilities, AI and unstructured content to support the digital transformation for wealth managers. He has been with Refinitiv for over 12 year in various strategic roles, from managing the advisory and investment business for Europe and expanding buy side capabilities, to financial and risk market development.

  • Wealth Management Solutions

    Empower your financial advisors to be more informed, more efficient, and more engaged with their investor clients. Provide seamless integration across front, middle, and back office workflows that enable better informed decisions, timely communication, and relevant insights.

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