Getting Personal with AI
How Artificial Intelligence is reshaping wealth management and what advisors need to know to stay ahead.
Speakers
Amjad Hussain
CTO
Parker Ence
CEO & Cofounder, Jump
Greg Matusky
CEO & Founder, Gregory FCA Public Relations
Daniel Brockley
Director of Content Marketing, Vanilla
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Speakers
Amjad Hussain
CTO
Parker Ence
CEO & Cofounder, Jump
Greg Matusky
CEO & Founder, Gregory FCA Public Relations
Daniel Brockley
Director of Content Marketing, Vanilla
AI is shifting how business is done in profound ways, but what does that mean for an industry that historically has placed a premium on personal one-on-one relationships? Will AI dilute the client/advisor connection? Or can it actually help advisors get even more personal and tailored with a larger book of business?
We are pleased to bring together three C-suite technology and wealth management leaders to discuss the current landscape of AI and the potential it holds to evolve the industry. They’ll discuss:
- The current state of AI. What’s actually possible in wealth management today–right here, right now
- How advisors can use AI to build relationships that matter and help clients meet their goals, while releasing them from the tedious administrative burden
- The future of wealth management in an AI world: What shifts to expect and when
- Avoiding the dangers of AI in wealth management: Keeping data private, ensuring information is accurate
This is a chance to tap into the perspectives of those at the forefront of Artificial Intelligence – so be sure to bring questions to ask the panel. Attendees will also be treated to live demos of the AI capabilities of Jump and Vanilla.