How Artificial Intelligence Will Transform Wealth Management

M (1)
M (1)
Main
5/8/2020
11:30 AM - 12:30 PM
Emerging technologies such as artificial intelligence have become commonplace and can even be found in most of your client’s homes. How can wealth management make use of artificial intelligence? In this session we’ll talk about the benefits of AI and how wealth management can embrace and adapt to its ubiquity.

• Using AI to extract client data and make well-informed wealth strategy recommendations
• Enabling advisors to take a comprehensive approach to their client’s wealth management goals and needs utilizing innovative technology
• Fine-tune client delivery strategies with AI

Watch for details on upcoming NAPFA 2020 events!