Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
AI in Financial Services Podcast
The Different Types of Advisors and Clients in Your Product
The advisor is heavily customizable at two level. There is an institutional customization, again, where for each specific wealth manager, we expose the type of analytics that is more appropriate to that type of advisor. The key drivers are the ability to deeply understand their book of business within that list of clients and know which are the client that need attention quickly because something went wrong in their portfolio.
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