Ankur Kansal, CFA’s Post

2/3 - Continuing... Imagine sales teams equipped with generative AI to create tailored client proposals, simulate portfolio scenarios, and automate decision-making or onboarding workflows powered by predictive analytics and AI-driven insights to deliver a seamless client experience. Both possible use Salesforce FSC/ServiceNow FSO/MS Dynamics + agents It's happening now. What role does AI play in your sales and onboarding transformation? Share your thoughts! #GenerativeAI #SalesTransformation #DigitalFuture #wealthtech https://lnkd.in/grBXMvkQ

Continuing from the previous post on Sales Tech Transformation - Modern Challenges Demand Modern Solutions - 1/3 : Asset managers face significant hurdles, such as fragmented systems(due to different regions, products, and even sales team culture), manual workflows (which still exist), and siloed data(although a lot of work has gone into it) that stifle growth and client engagement. The answer? A strategic focus on unified client data, automated processes, and powerful analytics. By implementing a persona-based strategy, firms can transform their operations to meet the specific needs of institutional and high-net-worth clients, from lead generation to post-onboarding support. How is your organization positioning itself to conquer these contemporary challenges? Let’s elevate performance in financial services together. #FinancialServices #DigitalInnovation #ClientExperience

Harnessing AI Agents for Smarter Appointment Scheduling in Financial Advisory As financial advisors navigate the complexities of client management, I’ve been reflecting on how AI agents can revolutionize appointment scheduling. The integration of AI chatbots and smart scheduling tools is not just a convenience; it fundamentally enhances efficiency, minimizes administrative burdens, and elevates the client experience. Advisors leveraging these technologies are witnessing significant time savings – one firm reported saving over 13,000 hours and a 143% increase in client reach. Imagine the potential for growth and deeper client relationships! How is your organization adapting to the changing landscape of client management? Are you considering AI tools to streamline processes? #FinancialAdvisory #AI #ClientEngagement #Efficiency #TechnologyInFinance

AI Meets Human Insight: A Winning Formula for Digital Business Success In today's fast-evolving digital landscape, businesses are discovering that the most powerful strategy isn't choosing between AI and human interaction—it's combining both. The real magic happens when AI's data-driven precision meets the intuition and empathy that only humans can bring. 🔍 AI's Role: Streamlining workflows Automating repetitive tasks Delivering predictive insights for smarter decision-making 💬 Human Insight: Building meaningful relationships Providing personalized customer care Adding the empathy and creativity machines can’t replicate The result? Higher sales, better customer retention, and a seamless, personalized experience for every client. The future of digital business is smarter, more efficient, and more human than ever before. Are you ready to embrace the AI-human partnership? #AIandHuman #DigitalTransformation #AIinSales #CustomerExperience #AIInnovation #FutureOfBusiness

After #GenAI in #Finance here the next area where we executed AI, in close alignment with human insights - this time to improve #CustomerExperience… #sometalkwedo #transformation #customer #frontoffice #experience #data #chat #app #personalization #customerservice #customerexpectation #ai

Transforming Business Operations with Predictive Analytics and AI Predictive analytics and AI tools are redefining the way businesses operate. These technologies offer incredible opportunities to enhance decision-making, streamline operations, and elevate customer experiences. 🚀 Imagine forecasting market trends with precision, automating customer interactions for seamless engagement, and optimizing processes to achieve unparalleled efficiency. The possibilities are endless, and the competitive edge is undeniable. As the business landscape evolves, it’s time to rethink traditional strategies and embrace tech-forward solutions that drive growth and innovation. Let’s explore how these tools can unlock new opportunities and take businesses to the next level. 💡 How is your organization leveraging predictive analytics and AI? #AIInBusiness #PredictiveAnalytics #OperationalExcellence #MarketingRevolution #TechInnovation

A Christmas reflection on the evolving nature of business relationships... Recently, I've noticed an interesting trend: businesses that successfully integrate AI don't become less personal – they become more intentional with their personal interactions. Here's what the data shows: - Businesses using AI for routine tasks spend 60% more time in direct client interaction - Teams with automated workflows report 45% higher satisfaction in client relationships - Companies using AI for data analysis are 3x more likely to anticipate and meet client needs proactively The Secret Sauce? It's not about replacing human interaction, but rather enhancing it. 3 Practical Ways to Start: 1. Use AI to identify patterns in client feedback, then personally address common concerns 2. Automate routine communications, but customize key touchpoints based on client history 3. Let AI handle scheduling and reminders, freeing you to focus on meaningful conversations The future of business isn't choosing between technology and tradition – it's using technology to create more traditional, personal moments. What's your experience with balancing automation and personal connection? Let's discuss below. #BusinessStrategy #CustomerExperience #Innovation

A modern service desk isn’t just a support function - it’s a strategic growth tool. By integrating AI, automation, and data-driven insights, Norton-Gauss empowers businesses to: ✅ Deliver exceptional customer experiences. ✅ Maximize employee productivity and innovation. ✅ Turn support operations into revenue-generating assets. As we gear up for 2025, there’s no better time to transform your service desk into a driver of business success. Ready to start? Let’s make it happen - together. Reach out to explore how Norton-Gauss can elevate your service desk. 🚀 #ServiceDesk #BusinessGrowth #DigitalInnovation #AI #OperationalExcellence

🤖 The future of agencies is set to undergo a transformative shift as they harness the power of AI to boost productivity, personalize client experiences, and drive better results. Stay ahead of the curve by embracing innovative solutions that will keep your agency thriving in the ever-evolving landscape. #AgencyLife #FutureOfWork #AITransformation

Embracing Automation and AI: The Future of Client Communication Automation and AI are revolutionizing how we communicate with clients, saving time and reducing costs by automating routine tasks and providing valuable insights. This allows us to focus more on personalized interactions and strategic planning, ultimately strengthening client relationships. At #Valetax , we're committed to leveraging these future tools to enhance our services and build core values that truly benefit our clients. #AI #Automation #ClientCommunication #BusinessGrowth #Valetax