Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
AI in Financial Services Podcast
AI and the Wealth Manager
The first dimension is getting to a timely, updated, refined understanding of the client. In the past, the industry tried to do that by having a long questionnaire at the beginning of the relationship and using that for any future interaction. Now we can store that piece of information and use it to further drive the new proposal the advisor will have to bubble up investment ideas more in line with their current set of interest.
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