IVP’s Post

My colleague Jakob Klement is going to host our Webinar "GenAI in Practice" providing valuable insights to real-world use cases in the Financial Service sector. Tune in to learn more and let's discuss, how GenAI can support your organization.

According to a recent survey conducted by Celent's parent company, Oliver Wyman, retail investors are embracing the power of generative AI for financial advice and insights. With 86% of consumers showing an interest in using Gen AI for financial planning, wealth managers have an opportunity to leverage this emerging technology to better serve their clients. My colleague, Jean Sullivan, Celent's Head of Wealth Management, dives into the research and sheds light on how Gen AI can empower financial advisors to provide real-time and personalized advice to their customers > https://lnkd.in/eBzhennS

AI is a game-changer in the financial services space. At Money20/20, our Chief Revenue Officer, James Roth, answered the big question on everyone's mind: How is AI shaking up client acquisition and retention in finance? His take? AI is like a superpower for financial pros – it turns mountains of first, second and third party data into instant insights.

AI is a game-changer in the financial services space. At Money20/20, our Chief Revenue Officer, James Roth, answered the big question on everyone's mind: How is AI shaking up client acquisition and retention in finance? His take? AI is like a superpower for financial pros – it turns mountains of first, second and third party data into instant insights.

AI is a game-changer in the financial services space. At Money20/20, our Chief Revenue Officer, James Roth, answered the big question on everyone's mind: How is AI shaking up client acquisition and retention in finance? His take? AI is like a superpower for financial pros – it turns mountains of first, second and third party data into instant insights.

According to a recent survey conducted by Celent's parent company, Oliver Wyman, retail investors are embracing the power of generative AI for financial advice and insights. With 86% of consumers showing an interest in using Gen AI for financial planning, wealth managers have an opportunity to leverage this emerging technology to better serve their clients. My colleague, Jean Sullivan, Celent's Head of Wealth Management, dives into the research and sheds light on how Gen AI can empower financial advisors to provide real-time and personalized advice to their customers > https://lnkd.in/e79j5qCp

According to a recent survey conducted by Celent's parent company, Oliver Wyman, retail investors are embracing the power of generative AI for financial advice and insights. With 86% of consumers showing an interest in using Gen AI for financial planning, wealth managers have an opportunity to leverage this emerging technology to better serve their clients. My colleague, Jean Sullivan, Celent's Head of Wealth Management, dives into the research and sheds light on how Gen AI can empower financial advisors to provide real-time and personalized advice to their customers > https://lnkd.in/e3qq2R4n

In this special episode of Policy on Demand, Dom Megna, Justin Femmer and I discuss the intersection of Gen AI and trusted tax data. Today more than ever, the volume and variety of data and reporting needed for tax purposes presents some unique and interesting problems to solve. I'm just happy we have another practical, accessible tool in the toolkit that helps us get to even better outcomes.