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The Big Three Outcomes of AI: Growth, Risk Reduction, and Cost SavingsThe Big Three Outcomes of AI: Growth, Risk Reduction, and Cost Savings

Rob Pettman, president and CRO at TIFIN, explains impactful use cases for AI in the wealth management industry today.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

January 6, 2025

From driving systematic growth to streamlining complex product navigation and delivering personalized investor experiences, AI is transforming how firms operate.

Learn how experimentation and strategic adoption of AI can lead to measurable results in three key areas: growth, risk reduction and cost savings. Discover why the perfect data isn’t a prerequisite and how integrating AI into workflows can yield high-impact outcomes.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator