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26min chapter
Enhancing Your Technology, Business & Client Experience #3
Ensombl Advice Australia
Harnessing AI in Financial Advisory
This chapter discusses the vital role of foundational data in effectively integrating generative AI technologies within the financial advising sector. Key topics include the importance of human oversight to mitigate AI hallucinations, the ethical use of client data, and strategies for generating tailored client communications. The speakers also highlight the balance between embracing AI's capabilities and addressing security concerns, ensuring an effective and responsible application of technology in advisory practices.
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