AI news you can't help but use

Laden...

1 maand geleden

Html
Tekst

Wealthtech Weekly

October 24, 2024

By Brian Wallheimer Editor-in-chief

Rachel Witkowski is out this week, so I'm filling in for just one newsletter.

Today, a smattering of our ADVISE AI coverage from our recent conference. There's a lot advisor can learn in here about how to scale and grow their businesses and client relationships.

Thanks for reading.

Connect with Brian:

TOP STORIES

Technology

Goosing productivity, saving time — AI advice from industry leaders

Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.

How tech leaders are removing bias from AI Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.

Michael Kitces on what he does — and doesn't — trust AI withThe chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.

The truth about wealth management AI? It's all about the dataAI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

AI for wealth client growth? Slowly but surely A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.

Read the latest in Wealthtech

Sponsor Content from Allied Testing

Cetera Financial Group use case: ensuring quality amid rapid expansion

Richelle Paulsen, the QA Director at Cetera Financial Group, is explaining the role of Quality Assurance in supporting Cetera's growth.

Financial Planning

You're receiving this email because you signed up for Editorial emails from Financial Planning.

To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.

Arizent
One State Street Plaza, 27th Floor
New York, NY 10004

About | Subscriptions | Contact | Privacy Policy

Have questions or concerns? Contact Support