Vantage Points's May Insights: Salesforce empowers financial firms with AI & digital transformation: *Einstein Copilot's generative AI *Unified data & analytics *Industry automation *Self-service portals *Vantage Point guides change management to maximize value. The future: proactive, personalized financial services powered by Salesforce + AI. #FinancialServices #Salesforce #AI #DigitalTransformation
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In this article from Financial Planning, John O'Connell, MBA shares that while integrating common #AI applications like scheduling and note-taking are worthwhile initiatives, additional value lies in CoPilot applications that can combine data from your CRM and meetings to generate agendas or next best actions for clients based on notes from past client meetings. He also notes how #wealthmanagers need to learn AI today and use it to deliver better and more service to their clients and their heirs in order to protect their firm and reach the next generation of investors. Read more: https://lnkd.in/gD43WSBS
The easy AI tools that any advisor can use
financial-planning.com
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Bestselling Author | Keynote Speaker | Investment News Hot 100 | Solves Wealth Management & WealthTech complex challenges in Technology, Cybersecurity, AI, & Data
Please check out my article in Financial Planning discussing easy AI tools that #WealthManagers can take advantage of now.
In this article from Financial Planning, John O'Connell, MBA shares that while integrating common #AI applications like scheduling and note-taking are worthwhile initiatives, additional value lies in CoPilot applications that can combine data from your CRM and meetings to generate agendas or next best actions for clients based on notes from past client meetings. He also notes how #wealthmanagers need to learn AI today and use it to deliver better and more service to their clients and their heirs in order to protect their firm and reach the next generation of investors. Read more: https://lnkd.in/gD43WSBS
The easy AI tools that any advisor can use
financial-planning.com
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AI does not have to be an all-encompassing robot advisor. In fact, most large firms are adopting AI and other forms of new tech in simple ways like automated note-takers at Morgan Stanley or a new digital scheduler at Merrill Lynch, saving an estimated 75K hours a year for their advisor teams. Here’s more on the easiest use cases in new tech, with insights from Inez Louzonis at Merrill, Randy Carver at Raymond James Financial and John O'Connell, MBA at The Oasis Group. #wealthmanagement #workflow #AI
The easy AI tools that any advisor can use
financial-planning.com
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By collaborating with AI, our team transforms client experiences and revolutionizes financial advisory services. Discover more from BPM's Sergio Fernandez and Michael Watson on how these efficiencies drive success in #WealthManagement. #FinancialAdvisory
Human expertise meets machine intelligence: The winning formula for modern financial planning
thestreet.com
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By collaborating with AI, our team transforms client experiences and revolutionizes financial advisory services. Discover more from BPM's Sergio Fernandez and Michael Watson on how these efficiencies drive success in #WealthManagement. #FinancialAdvisory
Human expertise meets machine intelligence: The winning formula for modern financial planning
thestreet.com
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By collaborating with AI, our team transforms client experiences and revolutionizes financial advisory services. Discover more from BPM's Sergio Fernandez and Michael Watson on how these efficiencies drive success in #WealthManagement. #FinancialAdvisory
Human expertise meets machine intelligence: The winning formula for modern financial planning
thestreet.com
-
By collaborating with AI, our team transforms client experiences and revolutionizes financial advisory services. Discover more from BPM's Sergio Fernandez and Michael Watson on how these efficiencies drive success in #WealthManagement. #FinancialAdvisory
Human expertise meets machine intelligence: The winning formula for modern financial planning
thestreet.com
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Champion for transformational learning and development | Master Neuroplastician | Professional Certified Coach
By collaborating with AI, our team transforms client experiences and revolutionizes financial advisory services. Discover more from BPM's Sergio Fernandez and Michael Watson on how these efficiencies drive success in #WealthManagement. #FinancialAdvisory
Human expertise meets machine intelligence: The winning formula for modern financial planning
thestreet.com
-
By collaborating with AI, our team transforms client experiences and revolutionizes financial advisory services. Discover more from BPM's Sergio Fernandez and Michael Watson on how these efficiencies drive success in #WealthManagement. #FinancialAdvisory
Human expertise meets machine intelligence: The winning formula for modern financial planning
thestreet.com
