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CogniCor Launches Pilot of AI-Enabled Digital Assistants Powered by Microsoft’s Azure OpenAI
CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service.
The Palo Alto-based CogniCor, a provider...
Tech-Savvy Atria Wealth Solutions Snags $420 Million Paragon Financial Group from Osaic
The New York-based Atria Wealth Solutions announced that Paragon Financial Group (Paragon) will join Atria subsidiary Cadaret Grant.
Frank Brown, founder of the $420 million...
Financial Inclusion for 2024 and How AI Will Contribute
Financial inclusion is the goal of ensuring that everyone, regardless of their income, location, gender, or other factors, has access to affordable and appropriate...
INTELLIGENCE FOR GROWTH: How AI Can Make Private Markets Investing Easy
The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.
AI In Finance, Part 5: Using AI to Write Financial Content
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...
INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key
Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.
AI In Finance, Part 4: Using AI In Portfolio Construction
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
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...
AI In Finance, Part 2: Chatbots and the Client Experience
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...
AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?
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.