The Carey Nieuwhof Leadership Podcast cover image

CNLP 714 | How A Brick and Mortar Bookstore Defied Amazon: Mart Green on The Inner Workings of the Green Family and Navigating the Reaction to the He Gets Us Campaign

The Carey Nieuwhof Leadership Podcast

CHAPTER

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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