
Max Lane: Tech and the Future of Wealth Management
Barron's Advisor
00:00
Revolutionizing Wealth Management with AI
This chapter delves into the transformative role of generative AI in dynamic financial planning, highlighting its potential to enhance client engagement and personalization in wealth management. By enabling real-time access to comprehensive financial data, advisors can improve client retention and satisfaction through tailored services and deeper relationships.
Transcript
Play full episode