Artificial Intelligence and Digital Disruption in Wealth Management: Capturing the Client of the Future
Overview
Wealth Managers are facing disruptive innovation from new and emerging technologies such as artificial intelligence, machine learning, blockchain, chatbots, and more. The future of these firms will be led by “bionic”relationship, sales, and service managers who leverage cognitive and analytics solutions to better serve their client's needs and serve them at scale. Given this sweeping and disruptive wave of change, how will this industry need to evolve, and what will it look like in the future?