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Adjusted for Risk

Adjusted for Risk: How AI Can Impact the Wealth Management Industry and Your Practice

Qdeck's Jag Prakasam and Keebeck's Bruce Lee discuss AI in depth.

During this very enlightening conversation, Qdeck CEO Jag Prakasam and Keebeck Wealth Management CEO and founder Bruce Lee dive deep into the subject of artificial intelligence.

Prakasam provides some great examples of how financial advisors can harness the power of AI to make their practices more efficient while not losing the personalized touch to help enhance the client relationship. Additionally, Lee describes how Keebeck Wealth uses AI, the impact it has had on their practice and some great tips on the implementation process.

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