Case Study #1- Artificial Intelligence is the Phrase of the Hour but is it Rhetoric or a Powerful Tool.  

Today, we can’t go an hour without being inundated by references to Artificial Intelligence. Yet, when we dig into the existing applications of AI, currently the primary use cases are note taking applications and ChatGPT queries. So, how does AI become an asset to wealthy firms?  How does a wealth firm proactively embrace AI in strategy, use, and oversight? Compliance’s involvement? Where do Provider firms fit in? What are a few examples use cases that go beyond the commercial norm?