AI to Add Clarity to Estate Planning
About this episode
Mark Matheny discusses how AI can enhance estate planning practices.
Artificial intelligence (AI) has powerful capabilities that can enhance your practice when leveraged properly. Technology solutions expert Mark Matheny from Osaic talks about how AI can add clarity to your practice when related to estate planning. Listen as Mark discusses how to use AI to strengthen ongoing relationships, the available planning tools and more.
People in this episode
Guest: Mark Matheny
Topics covered
- artificial intelligence
- estate planning
- technology solutions
- relationship management
- planning tools
Keywords
- AI
- estate planning
- technology
- planning tools
- relationship management
Mentioned in this episode
Organizations: Osaic, Osaic Technology Podcast
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