Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

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

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