AI Enters Wealth Management – Are you Ready?AI Enters Wealth Management – Are you Ready?
Tuesday, June 20, 2023 | 4:15 PM ET
May 18, 2023
Date: May 18, 2023
Already have an account?
The recent launch of ChatGPT and advancement in artificial intelligence, or AI, have captured the world’s attention. Now it’s time to look at the benefits that AI-driven technologies can bring to the wealth management industry.
Join this complimentary webinar to discover how to improve client experience and streamline back-office operations with the right content-centric AI tools in place. You will learn:
Trends for AI adoption in wealth management
Key ways to integrate AI with back-office operations for a competitive edge
AI-powered data processing and process automation tools in Laserfiche
Tips to get started and accelerate your digital transformation
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Timothy D. Welsh, CFP®
CEO and Founder
Nexus Strategy, LLC
Scott Lingenfelter
Principal Product Manager
Laserfiche
Shannon Rosic - Host
Director of WealthStack Content & Solutions
WealthManagement.com
