Craig Iskowitz’s Post

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Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com

"Wealth management firms should already be using #AItools to remain competitive, save time and offer clients more personalization, industry experts said July 23, during a webinar in which they also explained how firms could maximize their AI investments by using 'Moneyball' principles. The data analytics provided by AI can, after all, uncover hidden opportunities in portfolio construction, risk assessment, client segmentation and personalized financial advice, the speakers pointed out. They also discussed practical strategies for firms to effectively allocate their AI budgets, measure their ROI, and scale up successful initiatives across their organizations." Read more by Jeff Berman from Wealth Solutions Report >> https://bit.ly/3LPwnPn

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