Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
AI in Financial Services Podcast
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Conversational AI in Wealth Management
Conversational AI especially is coming out of its kind of hype phase in Fenserv. Like a lot of technologies coming out of hype phase, there's a distinct need that's built in but it's limited and it needs to be put in the proper context. That's an area we didn't focus on and partially very consciously so again as you might have seen the AI,. We focus on distilling the right business logic, the right content for the client or for the advisor as it might be.
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