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Consultant at Capco (Risk, Regulatory and Compliance)

Achieving a comprehensive view of a client's financial situation is critical for advisors, but it's not without challenges. Our latest blog, published on WealthManagement.com, is the first in a series on GenAI in financial services ➡️ https://okt.to/4kQKyB Customer 360 provides this complete view, enhancing personalized advice and satisfaction. Despite data challenges, generative AI (GenAI) offers solutions, allowing advisors to focus on relationships. Stay tuned for more insights! Authors: Ali Faisal Yasin, Chinmoy Bhatiya, Habby Bauer WealthManagement.com #FinancialServices #GenAI #Innovation #Data

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