AI and Hyper-Automation: Redefining speed and precision in modern business and wealth management practices
This webinar will offer a comprehensive insight into how cutting-edge artificial intelligence (AI) and hyper-automation technologies are revolutionizing the wealth management industry. As we navigate through an era of rapid technological advancement, wealth management firms face a pivotal choice: adapt and harness these revolutionary technologies or risk falling behind in an increasingly competitive, tech-driven market.
In this transformative period, wealth management is undergoing a radical shift. AI and hyper-automation are not just trending topics but are essential drivers of efficiency and innovation. The adoption of these technologies, however, presents unique challenges, including ethical considerations, the development of new competencies, and keeping pace with a constantly evolving regulatory framework.
This webinar is designed to provide an in-depth analysis of how AI and hyper-automation are reshaping the landscape of wealth management, highlighting what these changes mean for the future of your firm. It's a critical juncture for decision-making: advance with the technological tide or risk becoming obsolete.
Key areas that will be discussed in this webinar include:
The Current State of AI and Hyper Automation:Contemporary technologies and ‘trusted’ data that are reshaping wealth management practices
Blueprints for Adoption: Simplifying the integration of AI and hyper automation into traditional wealth management ecosystems
Client Centricity in the Age of Automation: Delve into how AI and hyper automation are reshaping client experiences and relationships.
Envisioning the Future: Emerging trends, ongoing innovations, and the evolving role of wealth managers in a tech-driven landscape.
Tangible Use Cases: Real-world examples of Successful use cases implemented by IntellectAI - (AI - Financial Advisor copilot, Hyper Automation - Catood, FIeld Risk, CFR)
Speakers from IntellectAI:
Andrew Young - Senior Vice President, IntellectAI
Richard Mcgrail - Vice President, IntellectAI