Home Search

artificial intelligence - search results

If you're not happy with the results, please do another search

Advisor Tech Talk (Week of 12/19/23)

0
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

AI In Finance, Part 2: Chatbots and the Client Experience

0
This week we continue with part 2 of our five-part series, where we explore how artificial intelligence (AI) enhances the client experience by creating...

Advisor Tech Talk (Week of 12/11/23)

0
It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...
zCindy-New

DWN Publisher Notes For 12/5/23

0
Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

Advisor Tech Talk (Week of 11/28/23)

0
It’s all about the apps.  Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...

Advisor Tech Talk (Week of 11/21/23)

0
In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Rethink. Financial Advice Podcast: How Digitally Intimate are You with Your Potential and Current...

What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and...

AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA

0
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.

Advisor Tech Talk (Week of 11/14/23)

0
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

AWARD WINNING COGNICOR AI ASSISTANT CUTS UP TO 80% OF PRE- AND POST-MEETING WORK...

0
CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...