The Ways AI Can Impact the Wealth Management Industry and Your Practice
Автор: Zephyr Financial Technology
Загружено: 2024-06-13
Просмотров: 78
Описание:
During this very enlightening conversation, Qdeck's CEO, Jag Prakasam and Keebeck Wealth Management's CEO and Founder, Bruce Lee dive deep into the subject of Artificial Intelligence (AI).
Jag provides some great examples of how financial advisors can harness the power of AI to make their practices more efficient while not losing the personalized touch to help enhance the client relationship. Additionally, Bruce describes how Keebeck Wealth uses AI, the impact it has had on their practice and some great tips on the implementation process.
To learn more about Zephyr: https://informaconnect.com/zephyr/?ut...
To learn more about Qdeck: https://qdeck.com/
To learn more about Keebeck Wealth Management: https://www.keebeck.com/
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
