How Artificial Intelligence is Re-Shaping the Business of Wealth Management
About this episode
This episode discusses how RIAs are leveraging AI to enhance productivity and efficiency in wealth management.
Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, they discuss how AI is also being used to improved data collection, client...
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