How Artificial Intelligence Is Transforming Wealth Management

Date: Wednesday, September 18, 2019

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: BNY Mellon Pershing

Artificial intelligence (AI) is a new resource of growing importance within the financial-advice industry and it’s important for forward-thinking advisors like you to embrace this technology to innovate your practice. AI can help you better understand your clients’ motivations, fears, and goals – while also enhancing your ability to protect their data and improve their financial well-being.

Join this complimentary webcast to learn how to take advantage of AI and improve your overall practice management. You will discover:

  • You can integrate AI into your behavioral finance/risk profile analysis and related tools to produce better results for investor clients and your practice
  • Other organizations are using AI today to enhance their regulatory/compliance oversight and fraud/risk management, and how you can do the same
  • AI can expand your business with clients and prospects of all ages, as well as elevate the client experience (including improved communication and portfolio management)

Speakers: 

Craig Iskowitz | Founder and CEO | Ezra Group

Gavin Spitzner | Founder and President | Wealth Consulting Partners, LLC

Raj Madan | Managing Director | BNY Mellon Pershing

Request Free!