Getting Personal with AI

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.