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TIFIN President Jack Swift dives into how the firm's nine business units use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.
Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.
Shachar Kariv is Co-founder of Capital Preferences; Benjamin N. Ward Professor of Economics and the Economics Department Chair at University of California, Berkeley
