Wealth: Using Artificial Intelligence to Grow Client Relationships
Client relationships are at the center of wealth management. But only a handful of advisors are actively transforming client relationships into a wealth of new opportunities. In fact, only 18% of clients use the same financial advisor as their parents. It's time to discover how artificial intelligence can help you know your clients' relationship networks as well as you know their money. Join us to discover how AI can help you gain a new competitive advantage and supercharge your business growth.