Do we buy anything these days without reading the reviews first? Well, it's no different in wealth tech! And especially new tech tools powered by AI. In this session, you'll hear directly from advisors who have adopted AI in their practices; how they use, what it solves for and how they have dealt with any challenges they have encountered. They will also address definable and tangible results that have made a difference for their businesses and clients.
From The Horses' Mouths: Peer Advice For Getting The Most Out Of Wealth Management AI Tools
November 12, 2024 3:31 PM
45:24