Artificial Intelligence and Machine Learning

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My Employees Are Using ChatGPT. What Now?
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The growth of ChatGPT and other artificial intelligence (AI) tools is not slowing down. From small startups to multinational corporations, employees across the spectrum are leveraging ChatGPT to enhance their productivity and streamline their workflows. Given the potential risks—including confidentiality and personal data and privacy violations—associated with the use of ChatGPT and similar tools, it’s crucial for companies to provide guidance to their employees.

Technology in the Family Office | 2023 FOX Family Office and Wealth Advisor Forum
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Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office. Use this opportunity to ask your own questions to a group of experts in the family office technology space. Jeff Coyle, Founder & CEO, Libretto Nicole Eberhardt, CEO, Ledgex Murali Nadarajah, CIO, Eton Solutions Kent Lawson, Chief Technology Officer, FOX

AI – A practical guide to its impact on Family Offices | 2023 FOX Technology Showcase
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Wendy McCoy, former Global Offering Leader for IBM bringing AI solutions to market, shares her insights into the advances of Artificial Intelligence and how Family Offices are likely to be impacted by these technologies, both now and in the future. Walk away with practical information you can use today, as well as tips for approaches to avoid and when to use caution. Wendy McCoy, Chief Strategy Officer, Ledgex Kent Lawson, Chief Technology Officer, FOX

Leveraging AI for the Family Office | 2023 FOX Technology Showcase
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AI is revolutionizing family office services by automating administrative tasks, improving decision-making, and enhancing security. Through automation, AI streamlines back-office operations, freeing up time for strategic endeavors. It enables personalized services by analyzing client data and delivering tailored advice. AI tools strengthen data privacy and cybersecurity measures. While AI brings efficiency and accuracy, its implementation should be mindful, preserving the personal touch that is integral to family office services.

New EEOC Guidance Clarifies Employer Responsibility for Discrimination in AI Employment Tools
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Many employers have begun using artificial intelligence (AI) tools supplied by third-party vendors. On May 18, 2023, the Equal Employment Opportunity Commission (EEOC) provided guidance indicating that, in its view, employers are generally liable for the outcomes of using selection tools to make employment decisions. Learn more about what tools are covered in the EEOC guidance that clarifies an employer’s responsibility for discrimination in AI employment tools.

IP Lawyer vs. ChatGPT: Top 10 Legal Issues of Using Generative AI at Work
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ChatGPT and other generative AI tools are expanding and changing the way work is done. From a legal perspective, there are issues to consider when it comes to using generative AI in the workplace. Some of those issues were clear after two lawyers did an experiment testing ChatGPT’s ability to write a blog post on a legal topic.

Tech & Data: How Investors Will Move Forward | 2022 FOX Technology Showcase
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Addepar’s Head of Research Ashby Monk and Head of Research Analytics Dan Golosovker are part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology. In this session, you’ll learn how family offices increasingly rely on our technology and data today to proactively manage their portfolios and risk. We’re also helping family offices model and analyze future portfolio outcomes under various market conditions with our Navigator tool.

Evolving with Technology In the Family Office Space | 2022 FOX Technology Showcase
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This fireside chat will focus on the challenges that family offices are facing today and how to maximize insight into financials. We will identify solutions that Sage Intacct can offer to help streamline your multi-entity management, data security, and transaction automation with artificial intelligence and machine learning technology. Karen M. Hays, Principal Marketing Manager, Financial Services, Sage Kelly Gonyea, Principal Consultant, Financial Services, Sage

AI Automation – Investing in a Post-Pandemic World
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The pandemic has accelerated innovation – we have seen 10 years of digital transformation practically overnight, adding momentum to the AI wave. As companies become more digital, AI becomes indispensable in driving cost efficiency, productivity, security, and superior user experiences at scale. Now more than ever, it is important to understand the transformative nature of AI and automation, their real-world applications, and the competitive advantage they deliver.