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AI Enters Wealth Management – Are you Ready?

Tuesday, June 20, 2023 | 4:15 PM ET

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

Sponsored by


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


Scott Lingenfelter
Principal Product Manager


Shannon Rosic - Host
Director of WealthStack Content & Solutions




TAGS: Resources