An advisor concludes a client meeting, and instantly, AI transcribes the conversation, updates the CRM, and drafts personalized follow-up emails, all without manual input. This is just one of the ways AI is helping financial advisors do more on behalf of their clients.
In the third installment of this special episode of The Disruption Is Now, host Greg Matusky speaks to a number of experts at the AdviseAI conference.
Mark Gilbert, Cofounder and CTO of Zocks, explains how AI automates data extraction from conversations.
Rachel Witkowski, Tech and AI reporter at Financial Planning magazine, discusses the overwhelming influx of AI tools.
Brooke Juniper, CEO of Sage, explores delivering personalized investment advice at scale.
Harry Mamaysky, Professor at Columbia Business School and Chief Investment Officer and Head of Research at QuantStreet Capital, explains how AI works and why it matters.
Together, the conversations explore how AI companies continue to deliver on the promise of automation and scalability faster than expected, offering benefits …