Name
Case Study - Artificial Intelligence is the buzz phrase of the day
Date & Time
Wednesday, March 27, 2024, 1:55 PM - 2:30 PM
Description
Artificial Intelligence is the buzz phrase of the day. The majority of our conversations include the word. Yet, what does it mean to you? What safeguards need to be put in place on data and processes? From an operational perspective, what does AI mean, or what can it mean to your firm? Where can AI/ machine learning add value to your servicing for investors, customers, advisors, and the home office? Do you see firms leading the charge and starting to tap into the value of AI? How is your firm looking at AI and its value? Have you taken the first steps? Where do Partners fit into the AI conversation? Should Partners be initiated to be level-setting?