Technology
AI: Adding value to the wealth management industry
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Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10 -
New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10
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Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.
July 10 -
Data about client behavior will drive better user experiences.
July 10 -
There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10 -
Brett King queries science fiction writers Kevin J. Anderson and Harry “Doc” Kloor about the practical future for emerging technologies like avatars and voice recognition.
July 10 -
FutureFuel.io CEO Laurel Taylor and Edmit.me CEO Nick Ducoff discuss approaches to helping students repay their loans and make good debt decisions.
July 3 -
Zach Gipson, chief innovation officer at USAA, believes in putting new technology, like chatbots, out there and learning from customers' reactions.
June 28 -
