Tuesday, April 16, 2024

Wealth Managers’ Personalization at Scale: Alternative Assets


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During the session, Datos Insights Strategic Advisor Wally Okby explored how wealth managers are enhancing their offerings with additional model portfolios and services, such as tax overlays and alternative investments, to address client investment needs in challenging or volatile markets. He delved into the role of artificial intelligence, from its initial implementation through robotic process automation to its evolution towards generative AI, in advancing these solutions. This has enabled wealth managers to provide highly precise content in client communications, advice on next best actions to advisors, and targeted service.