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AI & Finance™: News for the Week Ending 2/2/24

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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

MARTECH MINUTES: AI in Marketing Communications: Friend or Foe?

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Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.
zCindy-New

DWN Publisher Notes For 1/3/23

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Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index.  There's no doubt in our minds that AI is THE future of digital wealth!  READ UP!

AI In Finance, Part 5: Using AI to Write Financial Content

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We continue with part 5 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...

WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework

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Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

AI In Finance, Part 4: Using AI In Portfolio Construction

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We continue with part 4 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...

AI In Finance, Part 3: The Transformative Role of AI in Account Setup

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We continue with part 3 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...

MARTECH MINUTES: Tips to Help Advisors Build Their 2024 Social Media Strategy

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A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience.

Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond

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This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...

MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing

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When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.