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Thursday, May 18, 2023

AI Enters Wealth Administration – Are you Prepared?

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

Sponsored by


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


Scott Lingenfelter

Principal Product Supervisor




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