The current launch of ChatGPT and development in synthetic intelligence, or AI, have captured the world’s consideration. Now it’s time to take a look at the advantages that AI-driven applied sciences can convey to the wealth administration business.
Be a part of this complimentary webinar to find methods to enhance shopper expertise and streamline back-office operations with the fitting content-centric AI instruments in place. You’ll study:
- Traits for AI adoption in wealth administration
- Key methods to combine AI with back-office operations for a aggressive edge
- AI-powered information processing and course of automation instruments in Laserfiche
- Tricks to get began and speed up your digital transformation
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Timothy D. Welsh, CFP®
CEO and Founder
Nexus Technique, LLC
Principal Product Supervisor