Tuesday, November 21, 2023

Harnessing AI’s Potential in Wealth Management: Balancing Technology and Human Touch


Guest Speakers:

Sponsored by

In today’s rapidly evolving wealth sector, artificial intelligence (AI) emerges as a beacon of transformation. As legacy systems and traditional practices intersect with the cutting-edge capabilities of AI, wealth management faces both an unprecedented opportunity and intricate challenges.

Join Datos Insights Strategic Advisor Wally Okby and IntellectAI CEO Banesh Prabhu and Product Head Vinay Kumar as they unravel the intricate tapestry of AI’s role in contemporary wealth management and demonstrate real-world use cases of improving the effectiveness of financial advisory. They aim to present a holistic picture, from the nuances of integrating AI to envisioning its long-term influence on the sector, along with financial advisors’ ability to leverage AI technology to bring in hyper-personalization, hyper-automation, and superior customer experience.

Learning outcomes:

  • Understand how to use data and AI’s potential to revolutionize the wealth sector with hyper-personalization, hyper-automation, and superior customer experience
  • Address the challenge of integrating advanced AI tools without compromising the authenticity and trust integral to wealth management
  • Dive into real-world use cases where AI-driven tools revolutionize client-advisor interactions, bringing unparalleled efficiency and personalization