Softlab360 - Engineering Ideas Since 2000的动态

Wealth management firms should already be using AI tools to remain competitive, save time and offer clients more personalization, industry experts said during a webinar in which they also explained how firms could maximize their AI investments by using “Moneyball” principles. Participating in the webinar were Craig Iskowitz, Founder, Ezra Group, LLC; Lee Davidson, Chief Data and Analytics Officer, Morningstar; Sindhu Joseph, CEO, CogniCor Technologies; and Henry Zelikovsky, CEO, Softlab360 - Engineering Ideas Since 2000. Data analytics provided by AI can uncover hidden opportunities in portfolio construction, risk assessment, client segmentation and personalized financial advice, they said. READ MORE: https://lnkd.in/gh9nz-XP #WealthSolutionsReport #WealthManagement #AI #wealthtech

"Wealth management firms should be implementing AI yesterday." - Sindhu Joseph In the latest blog from #WealthTechToday, we explore why AI adoption is crucial for staying competitive in wealth management. Learn about: - AI-powered personalization at scale - Revolutionizing client meetings with AI - The potential pitfalls of AI implementation Explore the future of AI in wealth management:?https://wp.me/pdTAz8-5AY #ArtificialIntelligence #WealthManagement

A great piece written by my colleague Ishwarya Pandian. In case you didn't know, IntellectAI also offers a line of solutions catering to wealth management. These solutions employ the same line of forward thinking around technology and gen AI, but for the wealth management sector across Europe, Middle East and APAC. This article talks about the role of AI agents in wealth management. #themoreyouknow #ai #innovation

Our latest piece, "The Symphony of AI Agents: Orchestrating a New Era of Wealth Management," written by Ishwarya Pandian, dives deep into the pivotal role of AI agents in redefining wealth management. These intelligent agents, powered by generative AI enables a more effective, client-focused service model, transforming the landscape of wealth management. The integration of AI agents promises a future where technology and human expertise combine to meet evolving client needs, marking a new era of personalised financial guidance. Join us in exploring this captivating reality. Click here to read more:https://lnkd.in/gj6gJ9Jr Deepak Dastrala | Laila Beane | Aditya Rajashekaran #Hyperautomation #Hyperpersonalisation #AIagents #Wealthmanagement #AI #Wealthtech #customerexperience #generativeAI

Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. https://lnkd.in/gkGGWvef #assetmanagement #wealthmanagement #generativeAI

"69% of wealth management executives surveyed agreed with the statement that “AI will significantly change the way their organizations work over the next three to five years.” https://lnkd.in/eXhW6h-4 Have you adopted AI into your daily routine? If not, it might be a good idea to hit the link below and schedule a demo with our team. We can show you how Aidentified is leveraging AI to change the game for Financial Advisors and Wealth Managers as we speak. Book your demo here:?https://bit.ly/4ab12Rf

Thank you to our Artificial Intelligence (AI) in Wealth Management panel guests: Robert Kirk, Founder and CEO - InterGen Data, Matthias Paul Kuhlmey, Lecturer - Disruptive Trends, Yelena Melamed, Head of Product - Catchlight, and Nathan Stevenson, CEO - ForwardLane, and moderator Philipp Hecker, Advisory Council member, for an insighful discussion?about AI and its impact on the Wealth Management industry. For those of you who missed the session, here is the link to the recording: https://lnkd.in/epQymkkt #wealthmanagement #ai

Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. https://lnkd.in/dU65zhFH #assetmanagement #wealthmanagement #generativeAI

Updates on #AI : AI adoption soars in wealth management, Full article link ???????? https://lnkd.in/dSGh6aAw #artificialintelligence #machinelearning #ML

"69% of wealth management executives surveyed agreed with the statement that “AI will significantly change the way their organizations work over the next three to five years.” Have you adopted AI into your daily routine? If not, it might be a good idea to hit the link below and schedule a demo with our team. We can show you how Aidentified is leveraging AI and changing the game for Financial Advisors and Wealth Managers as we speak. Book your demo here:?https://bit.ly/4ab12Rf