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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