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The potential of automation and artificial intelligence-enabled (AI) programs and tools were thought to ensure a digital revolution across wealth management. 

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

Implementing and managing an intelligent automation platform, which includes Machine Learning and Robotic Process Automation (RPA) powered by Artificial Intelligence (AI), can be a complex endeavor, depending on where an organization is in their automation journey.

Advisors are partnering up to harness each other’s strengths and capabilities. Crypto has muscled its way into the retirement conversation. And artificial intelligence is making it easier than ever for advisors to connect with prospects.  

CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.

AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management

TrueNorth, a global fintech software development company, and Boost.ai, a global leader in conversational artificial intelligence for Fortune 1000 companies, today announced a new partnership.

China’s national Xinhua news agency, in conjunction with search engine Sogou, have created a "vocational avatar" that uses Artificial Intelligence.

TOM Group Limitedhas entered into an agreement to make a follow-on investment in MioTech, a Hong Kong/China based artificial intelligence platform which provides comprehensive ESG solutions to financial institutions and listed companies in the Greater China region using cutting-edge machine learning and natural-language processing technology