🤖 AI & Wealth Management: The Future is Now! AI isn’t replacing advisors—it’s empowering them to deliver smarter, faster, and more personalized client experiences. Led by Clayton Chandler, Chief Information Security, Privacy and Data Officer at Osaic, Todd Cooper, CIMA®, Chief Revenue Officer at TIFIN AG, Greg Beltzer, Head of Technology at RBC Wealth Management, and Sneha Sanghrajka Shah, Executive Vice President and Head of New Business Ventures at SEI, this interactive Q&A session explored how advisors can adopt AI solutions to enhance efficiency and create personalized client experiences for various wealth levels. #Experience2025 #AIinFinance #WealthManagement
Couldn’t agree more. The prize goes to advisors applying creative and critical thinking aided by AI-infused tools. Humans-at-scale.
Agreed, lots to come in 2025/26!
Chief Revenue Officer, TIFIN AG | Helping wealth management firms and advisors accelerate organic growth through AI
4dThanks to the team at Investments & Wealth Institute and my fellow speakers Greg Beltzer , Sneha Sanghrajka Shah and Clayton Chandler for an insightful discussion on how AI is and will continue to impact the advisor / client experience!