From Data to Dollars:
How AI Transforms wealth management

Discover how AI and Machine Learning are transforming the world of wealth management in our upcoming webinar. Learn how to leverage these technologies to enhance investment decision-making, optimize portfolio strategies, and deliver personalized services to clients. Register now to gain valuable insights and actionable knowledge to stay ahead in the evolving landscape of financial strategies.

This panel will be moderated by Craig Iskowitz, CEO of Ezra Group, and will feature these industry leaders:

• Andy Lientz – Chief Technology Officer, Apex Fintech Solutions
• Lee Davidson – Chief Analytics Officer, Morningstar
• Ted Denbow – VP, RightCapital
• Henry Zelikovsky – CEO, Softlab360
• Dani Fava – Group Head, Product Innovation, Envestnet

Here are some key topics that will be covered:

• Enhanced Investment Decision-making: Explore AI-driven strategies to analyze vast financial data, detect patterns, and generate accurate predictions. Learn how to optimize portfolio allocation, risk management, and maximize investment returns.

• Intelligent Wealth Planning and Personalization: Unlock the power of AI/ML to provide personalized recommendations and tailored financial advice. Understand how these technologies analyze individual preferences, risk appetite, and goals to develop customized wealth management strategies. Discover the benefits of intelligent chatbots and virtual assistants in delivering real-time portfolio updates and automating routine tasks.

• Fraud Detection and Security: Gain insights into the role of AI/ML in combating financial fraud and ensuring robust security measures. Learn about advanced fraud detection techniques powered by machine learning algorithms, proactive risk mitigation, and safeguarding clients’ assets.

Don’t miss this opportunity to explore the practical applications of AI/ML in wealth management. Register now to gain valuable insights and actionable knowledge to enhance your financial strategies and provide superior services to your clients.