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

Nov 21, 2023

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

Overview

In the rapidly evolving wealth sector, artificial intelligence (AI) stands at the forefront of transformation. This webinar delves into the integration of AI in wealth management, exploring both the opportunities and challenges it presents. Our expert speakers discuss how AI can enhance financial advisory effectiveness through hyper-personalization, hyper-automation, and superior customer experience.

Key Discussion Points

  • Utilizing data and AI for hyper-personalization, hyper-automation, and enhanced customer experience in wealth management.
  • Integrating advanced AI tools while maintaining authenticity and trust.
  • Exploring real-world use cases of AI in client-advisor interactions.

 
This session offers a glimpse into AI-augmented capabilities that can significantly elevate a financial advisor’s role in the wealth management space. Discover, and be inspired by the potential of AI in wealth management.

Our Speakers

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Wally Okby

Strategic Advisor, Wealth Management, Datos Insights

Banesh Prabhu
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Banesh Prabhu

Chief Executive Officer

Vinay Kumar
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Vinay Kumar

Product Head - Wealth Management

Laila Beane
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Laila Beane

Partner & Chief Customer Office

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