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Artificial intelligence can help businesses identify new clients and streamline back office operations, but so far, only the largest companies h…
Artificial intelligence can help businesses identify new clients and streamline back office operations, but so far, only the largest companies h…
The issue is not that there are "too many" robo advisors, says Will Trout, head of wealth management at Celent in Houston, Texas. But rather the…
Wealth managers are requesting improved insight into internal, customer, and third-party data alongside alternative data to power AI technology…
“Any process that can be automated, will be automated, and with that automation will come price competition,” said Will Trout, a senior analyst…
These so-called robo-record keepers "lift the administrative burden from small firms by streamlining processes and eliminating back office paper…
If the use of artificial intelligence is not yet ubiquitous in the wealth management industry, the discussion of it is. Here, Celent senior anal…