The webinar will provide insights on:
The Current State of AI and Hyper Automation: Explore contemporary technologies and ‘trusted’ data that are reshaping wealth management practices.
Blueprints for Adoption: Learn about simplified strategies to integrate AI and hyper-automation into traditional wealth management ecosystems.
Client Centricity in the Age of Automation: Understand how AI and hyper-automation are reshaping client experiences and relationships.
Envisioning the Future: Discover emerging trends, ongoing innovations, and the evolving role of wealth managers in a tech-driven landscape
Tangible Use Cases: Explore real-world success stories of IntellectAI – (AI – Financial Advisor copilot, Hyper Automation – Catood, FIeld Risk, CFR)
Unlock the potential of tech in wealth management and ensure your firm’s future success with key insights and strategies.
Senior Vice President, IntellectAI
Vice President, IntellectAI
Harnessing AI’s Potential in Wealth Management: Balancing Technology and Human Touch
Using embedded and generative AI for underwriter effectiveness
Commercial Lines Profitability: Transform Underwriter experiences to transform your business
Ready… Set… Grow: A webinar with ITL
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How to gain insights by effectively using data as a service in underwriting