Apex Group Ltd’s Post

With the right people, processes, and technologies, AI and automated workflows can transform your business operations. Our latest solution brief dives deep into how asset management firms can leverage data and artificial intelligence. From enhancing decision-making to reducing manual effort, discover the potential of AI-powered automation for your organization. Read our solution brief to learn more. https://hubs.la/Q02R1JVF0

To ensure advisors are well-prepared for client interactions, particularly before scheduled meetings, comprehensive insights about each household are essential. However, managing a sizable clientele of 100 or even 200-plus individuals presents challenges in recalling every detail about each client.  Generative AI copilot plays a pivotal role in meeting the increasing demand for individualized recommendations in today's business landscape.  Introducing CogniCor Client IQ AI Copilot, designed to provide rapid and insightful information about client households for an advisor to effortlessly search and access information. https://lnkd.in/gRd7g5Xr #wealthmanagement #aicopilot #generativeai #advisorcopilot #advisors #generativeaicopilot #generativeaicopilotinwealthmanagement #aiwealthassistants #financialservices #fintech #ai #conversationalai #genai #genairevolution

Generative AI promises unprecedented productivity improvements and business transformation opportunities, but calculating the value of new investments in GenAI requires you to build a business case by simulating potential cost and value realization across a range of GenAI activities aiming for a mix of quick wins, differentiating use cases and transformational initiatives. Gartner indicates that by 2025, growth in 90% of enterprise deployments of GenAI will slow as costs exceed value. Gartner also foresees that by 2028, more than 50% of enterprises that have built large AI models from scratch will abandon their efforts due to costs, complexity and technical debt in their deployments. https://lnkd.in/exw5zqDs

In today's fast-changing wealth management landscape, financial advisors are eager for tools that can boost their services, streamline operations, and offer tailored advice. Generative AI Copilots have become a game-changer, transforming how wealth management firms function and cater to their clients. This article delves into different use cases of Generative AI Copilots in the wealth management sector, showcasing their ability to enhance efficiency, elevate client engagement, and deliver customized experiences. https://lnkd.in/g2UpmiiF #wealthmanagement #generativeai #aicopilots #copilots #genai #wealthtech #financialadvisor #fintech

⚡ Harness the power of AI for better decision-making, portfolio management, and operational processes. We’ve outlined the top 4 use cases of generative AI in asset management, from predictive analytics to operational automation and more! Tap into the power of AI in our blog, and download your copy of 𝗘𝗺𝗯𝗿𝗮𝗰𝗶𝗻𝗴 𝗰𝗵𝗮𝗻𝗴𝗲: 𝗛𝗼𝘄 𝗱𝗶𝗴𝗶𝘁𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, featuring PitchBook research commissioned by Apex Group. #GenerativeAI #AssetManagement #DigitalTransformation #AIinFinance #FinancialServices #Digitisation

AI in Commercial Real Estate If you're interested in integrating Artificial Intelligence into a commercial real estate business, it's crucial to grasp and convey the concept of guardrails to investors and clients and educate them on how AI can be effectively used. Through AI tools, CRE teams can efficiently handle extensive financial data, automate repetitive tasks, refine content presentation, and extract valuable insights to drive strategic decision-making. For those seeking to stay ahead of the curve in the world of artificial intelligence in commercial real estate and protect information and a platform, it’s important to be fully educated on the variety of ways AI can effectively be used to improve your business. Ready to learn more about the future of commercial real estate? Contact me today at 404.369.5097!

Interested in the latest on Automation and AI in the Wealth & Asset Management Industry? Have a read of this white paper that summarises 7 top trends we see happening with this year. Here’s what our experts foresee for #genAI 👇 🚀 As we continue to explore new ways and uses for gen AI, tighter controls and governance will be even more essential to unlock its full potential, ensuring value creation and positive societal impact. 💁♀️We also anticipate that significant value creation will come from personalizing user engagement and improving the customer self-service experience. Learn more: https://ow.ly/3wl530sAstV

⚡ Harness the power of AI for better decision-making, portfolio management, and operational processes. We’ve outlined the top 4 use cases of generative AI in asset management, from predictive analytics to operational automation and more! Tap into the power of AI in our blog, and download your copy of 𝗘𝗺𝗯𝗿𝗮𝗰𝗶𝗻𝗴 𝗰𝗵𝗮𝗻𝗴𝗲: 𝗛𝗼𝘄 𝗱𝗶𝗴𝗶𝘁𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, featuring PitchBook research commissioned by Apex Group. #GenerativeAI #AssetManagement #DigitalTransformation #AIinFinance #FinancialServices #Digitisation

For those who don't know yet, I joined Aprimo a few months ago for many reasons, including the opportunity to work for the industry leader in the DAM space, as named by Forrester. Now, two months in, a second report has confirmed Aprimo as the stand-alone leader! If you're struggling with finding, delivering, and creating content, I'd love to show you what sets us apart from the competition. #DigitalAssetManagement #DAM #AI

Recognized by the IDC MarketScape report for 2024, Aprimo stands as the leader in digital asset management. Our commitment to innovation, scalability, and delivering exceptional value sets us apart from the competition. - Unmatched AI capabilities - Effortless scalability and performance - Seamless integrations with your favorite tools - Overwhelmingly positive customer feedback Discover how Aprimo can transform your digital asset management processes and help you achieve your strategic goals. Read more in our latest blog post: https://bit.ly/3WCAHrk #DigitalAssetManagement #DAM #AI #CustomerSuccess #IDCMarketScape #Aprimo