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AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?

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If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.

AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!

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Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.

AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA

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The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.

AI ILLUMINATIONS: Automation & Calculating the Value

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In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the return-on-investment (ROI) requires more than a simple equation

AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process

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While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

AI ILLUMINATIONS: Calculating Return on Investment

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In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the ROI requires more than a simple equation.

AI ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code

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Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers or writing a single line of code.

AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!

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As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.

AI ILLUMINATIONS: The New-Age Relationship Manager

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Today's relationship managers must go deeper than they historically have and rely less on external subject matter experts in early conversations with clients and prospects.