Provaliant的动态

AI is here to stay as a tool for investors, but as Chris Martin, CFP? said, "it cannot provide personalized financial advice that incorporates your values, emotions, and personal circumstances". Emotions so often drive investor decision-making, and helping investors manage their own emotional behavior is one of the most impactful benefits an advisor can provide.

Should you let AI manage your retirement plan? Fairway partner Chris Martin, CFP? shares with U.S. News & World Report that this powerful tool is not a substitute for personal judgement when it comes to financial advice. #RetirementPlanning #AI #FinancialInsights

Can you use AI to build your retirement plans? Will it give sound advice? Watch the video from Parallel Wealth to understand what the pros and cons are in using AI. #tsbarbadosrentals #assets #Investing #invest #financialeducation #wealth https://ow.ly/K21I50R9Tj5

Can you use AI to build your retirement plans? Will it give sound advice? Watch the video from Parallel Wealth to understand what the pros and cons are in using AI. #tsbarbadosrentals #assets #Investing #invest #financialeducation #wealth https://ow.ly/kF1G50R9Tj2

?? Don't miss GS4: AI For Retirement Planning! ?? Join experts in #AI, #finance, and #retirementplanning to explore how AI can enhance retirement outcomes. Learn about fiduciary responsibilities, plan design, and regulatory updates. #PSCANational https://lnkd.in/eYSxQyTR

FORUM 2024 Session Highlight: Leveraging Data Analytics and Gen AI in Pensions Murray Wright FCIA, FFA,?Associate Partner, Retirement & Benefits Solutions, Telus Health? and Noam Sela,?SVP, Pension Services & technology, Omers Murray and Noam will explore (and aim to inspire!) better use of data by pension plans. Data is available in many forms and from a wide variety of different sources. This includes core member data, publicly available data from Statistics Canada, internal operational data, data on member engagement, and information that can be (safely) leveraged by AI. We provide examples on how to make practical use of data and the tools that can leverage it, and consider how Data Analytics and Gen AI can empower leaders to make better choices for the future of their pension plan through evidence-based decision making. To see the full agenda: https://lnkd.in/efSuh8n4 #FORUM2024 #conference #cpbiicra #speakerspotlight #sessionhighlight

From boosting productivity to revolutionizing retirement account management, see how AI and technological advancements can benefit you. #AIRevolution #FinancialInnovation #RetirementPlanning #BaseWealthManagement #FutureOfFinance #TechInFinance

Transforming Pension Engagement with AI?? We’re thrilled to collaborate with Mercer on a groundbreaking journey to redefine the future of pensions using AI! Together, we’ve developed an AI-powered pension agent?designed to deliver personalised, on-demand pension guidance to Mercer’s Master Trust members. ???? Imagine getting instant answers to your pension questions anytime, anywhere, with tailored support on your preferred messaging platforms. This initiative goes beyond just numbers—it’s about empowering members with financial guidance to ultimately make informed financial decisions and feel in control of their futures.?All this is within a strong framework of safety and explainability. The #AI agent provides an intuitive, accessible, and stress-free experience, reshaping how members connect with their retirement dreams at all the moments they need to engage - millions of conversations. Big thanks to Darren Madden,?Benefits Guru, for their recent write-up ????https://lnkd.in/ej7wiFpD And the brilliant Mercer team for their vision and drive to improve member outcomes Stephen Coates, Tom Higham, Claire Williamson and John Aitchison. And of course, for me personally, being part of a team of?innovators Engage Smarter AI Smarter brings me great joy - seeing the future in our financial services industry is incredibly exciting, and we are only at the start of the genAI journey! Matt Gosden, Peter Robertson, Tom Dorrington Ward, Sam Pink and Andy Dickson. #AIPoweredFinance #PensionInnovation #EngageSmarter

there are thousands of YouTube videos on #financialplanning & many of them by #financialadvisors Google's AI can use them as training data & will be better than a CFP & can provide free advice 24/7/365 what happens when more investors ask AI for advice on retirement? #realinsite

Artificial intelligence, much like in every other industry, is poised to revolutionize the pension landscape. But how exactly can AI contribute to administering pensions? Enter PensionID, offering assistance in: - Tackling backlogs resulting from legislative changes, surges in member requests, or shifts in organizational practices. - Providing user support for participants, employers, and administrators. - Offering insights into user patterns and behaviors to predict future trends. Curious to learn more? Reach out to us!