After the impactful debut of ChatGPT in late 2022, a new wave of enthusiasm spread through the investor class. Banks, asset management firms, and insurance companies all rushed to adopt productivity-enhancing large language models (LLMs). As a result, large companies are investing billions in AI technology. But how is it affecting day-to-day work and productivity in wealth management? And how might the landscape evolve in the coming years?
Panelists Eden Ovadia, Co-Founder and CEO of Finny, and Bhargav Shivarthy, CEO of Pricing Culture, will join moderator Blair duQuesnay, CFA, for a deep dive into the future of AI for wealth managers.
Key takeaways:
- AI-driven portfolio management, robo-advisors, and automated decision-making
- Fintech AI as a replacement for or enhancement of human capital: the future of career paths in asset and wealth management
- Using AI to enhance and personalize the client experience
- Boosting productivity by maximizing human work versus machine capabilities
- Addressing cybersecurity risks and data privacy challenges in a digital-first world
Join us for this timely and insightful discussion to explore how today’s innovations are shaping tomorrow’s client experience, operational strategies, and career trajectories. As technology evolves, so too must our understanding of its role in delivering long-term value to both clients and firms.
