Give Them What They Want: Unlocking Client Insights with AI

Algorithms have long been the driving force social media, retailers and others use to determine what we want and to serve us more of it.  AI has the potential to take those insights to new heights including In the wealth management industry. Client data will inform advisors and solution providers in numerous areas including  retirement goals, investing preferences, risk tolerance and so much more.

In this session, we'll discuss how AI can help predict what clients want or need in their portfolios and in their financial plans, giving advisors who use it an edge in providing customized service.