Generative AI’s Position in Advisor Enterprise Progress

Within the quickly evolving panorama of economic companies, generative AI is rising as a transformative drive, providing unprecedented alternatives for effectivity, innovation, and shopper engagement. This webinar delves into the multifaceted function of generative AI in advisor enterprise development, navigating by its potential from preliminary information seize to workflow automation. Be part of us as we discover the “funnel” of generative AI utility, illuminating the way it can revolutionize the best way advisors seize information, generate client-centric outputs, and combine seamless workflows. 

 Key takeaways:

• Prime of Funnel: Information Seize – Perceive how generative AI can ingest and comprehend a wide selection of structured and unstructured information, setting the stage for deep insights and customized shopper engagement.
• Mid Funnel: Technology – Uncover the capabilities of generative AI, the way it enhances productiveness and permits advisors to concentrate on higher-value duties.
• Backside of Funnel: Workflow Automation – Learn the way generative AI can set off and handle workflows in different software program, streamlining operations, decreasing handbook errors, and making certain that shopper wants are met promptly and effectively.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Delivered to you by

Sponsored by

Shannon Rosic – Moderator

Director of WealthStack Content material & Options

WealthManagement.com

Jason Pereira, MBA, CFA, CFP

Senior Accomplice

Woodgate Monetary, Inc.

Yelena Melamed

Head of Product & Co-Founder

Catchlight Insights, LLC

Greg King, CFA

Senior Director and Head of Wealth Administration

FactSet