WEALTH MANAGEMENT  
Putting the AI in Data

On-Demand Webcast

Discover how AI and the treatment of data can automate the wealth management advisor workflow and provide an enhanced customer experience.  

The number of HNWIs seeking wealth management services is on the rise, and so are their demands. Relationship managers need to become more efficient in order to provide relevant information to their customers in the format they want it, when they want it. AI has the capability to enhance the workflow for advisors when it comes to information discovery and idea generation through data mining and pattern recognition, as well as gathering insights on investor behaviour and investment decisions that can shape the type of advice they they provide.  

Listen to this webcast where our experts will discuss:

  • Changes in data management by wealth management firms, and how it can act as a source of intelligence
  • The opportunities and limitations of current AI technologies
  • How advisors can jump start their capabilities with wealth advisory solutions

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Speakers
WILLIAM TROUT
HEAD OF WEALTH AND ASSET MANAGEMENT
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
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.

Can we help?
Equip your advisors with workflow tools to provide a more relevant and responsive investor client experience. With our Wealth Management solutions, your advisors have the power to be more informed, more efficient, and more engaged with their clients.