The recent launch of ChatGPT and advancement in artificial intelligence, or AI, have captured the world’s attention. Now it’s time to look at the benefits that AI-driven technologies can bring to the wealth management industry.
Join this complimentary webinar to discover how to improve client experience and streamline back-office operations with the right content-centric AI tools in place. You will learn:
- Trends for AI adoption in wealth management
- Key ways to integrate AI with back-office operations for a competitive edge
- AI-powered data processing and process automation tools in Laserfiche
- Tips to get started and accelerate your digital transformation
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Timothy D. Welsh, CFP®
CEO and Founder
Nexus Strategy, LLC
Principal Product Manager
Shannon Rosic - Host
Director of WealthStack Content & Solutions