Jaco Cebula, chief technology officer of Multrees Investor Services, explains how artificial intelligence (AI) is impacting wealth firms' internal processes and client experiences.
With potential for increased efficiency and reduced costs, the application of AI in the wealth management industry is set to escalate rapidly. AI can assist wealth management firms in two broad areas: 'first line' client-facing interaction, and in the automation of internally-facing processes and capture of knowledge. AllianzGI unveils global artificial intelligence fund The aim is for AI to improve the experience for clients, whilst also enhancing a firm's internal processes and efficiencies. Client facing In a client-facing capacity, AI can provide an option for the first p...
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