Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
AI in Financial Services Podcast
AI and the Smart Advisor Platform
The big data lake allows us to then go in and extract emerging themes, topics, have business intelligence for analysts. And also more importantly to feed our next-back action engine that can come up with the most relevant timely personalized recommendation for the client. So it's really about personalized recommendation. Almost any digital point that comes in, their frequency of connectivity, how they communicate with the advisor, how they write emails gets tracked what we call the digital warehouse.
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