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Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
AI in Financial Services Podcast
The Importance of Communication in Wealth Management
The problem is that wealth managers don't have enough information at their fingertips when they're interfacing with clients about their future investment goals. It's the ability of really distill the most relevant information to come up with ideas that are compliant, and address topics which are in line with the concerns of the client. There is only so much you can tell to the client. It's really choosing the themes, the messages and the suggestion, which are more relevant and more empathetic with the client’s passion, desires and investment objectives.
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