AI ILLUMINATIONS: The Gen Z Job Candidate – Seeking Purpose and Fueling Passions
DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.
AI ILLUMINATIONS: Leveraging Automation Technology During Crises
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?
AI ILLUMINATIONS: The New-Age Relationship Manager
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.
AI ILLUMINATIONS: Only Fools Rush In – Why Fintech First Movers No Longer Have...
Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai
AI ILLUMINATIONS: If You Build It, Who Will Come? Part I
Be it the change towards better client service or a more efficient and profitable firm, those of us in and supporting the wealth management industry has every reason to dream big when it comes to technology.
AI ILLUMINATIONS: How Intelligent Automation Leads to Higher Satisfaction and Higher Margins
When we automate service processes, it creates more open time on the financial advisor's calendar. They will be able to work with more clients, dedicate time to prospect, and ultimately grow their practice.
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1
As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.
AI ILLUMINATIONS: Disrupt with Compassion!
Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.