Register for the Moneyball for AI: How Wealth Management Firms Can Get The Most Bang for Their AI Bucks Webinar on July 23rd Here!

CEO Roundtable: AI’s Impact on Wealth Management - Threats & Opportunities

This is the presentation put together by Craig Iskowitz, CEO of consulting firm Ezra Group, that he used to facilitate the CEO roundtable discussion at the Financial Services Institute’s Forum & Capitol Hill Day event, which took place in Washington, DC on September 19, 2023.

Topics covered included:

  1. AI-Powered Customer Insights
  2. Robo-Advisors and Portfolio Management
  3. Risk Assessment and Fraud Detection
  4. Natural Language Processing in Client Communications
  5. The Role of Human Expertise in an AI-Driven Landscape
  6. AI Trends in Advisortech

Download the presentation here

© Copyright 2023 Erza Group LLC. All rights reserved.