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In this webinar Sasha Caskey our CTO and Co-Foinder will share insights on how conversational and generative AI creates value for a financial institution.

How do life events trigger financial needs? In this Wealthtender webinar clip, Ryan Folts, cofounder of Wealthfeed, shares what drives people to get financial help! Watch the full webinar, "Using AI to Capture and Convert Prospects with Money in Motion" at https://lnkd.in/gQ6i_gqz #FinancialPlanning #LifeEvents #WealthManagement #MoneyInMotion #FinancialGuidance #EstatePlanning #TrustFunds #InvestSmart #SmartMoney #FuturePlanning WealthFeed Diana Cabrices

How many times have you received data in an incorrect or inconvenient format? Reformatting figures can lead to delays, errors, and inefficiencies, all of which add up to lost time and money. Through the power of AI language models, we’re able to transform mismatched data into actionable information. Chief Product Officer Brian Pollack explains how our AI systems excel at reformatting and restructuring data in real-time, ensuring compatibility across platforms.  #AIatIA #MachineLearning #DeepLearning Check out the full webinar with CEO Hannah Testani, VP of Client Success Megan Bishop, and Chief Product Officer Brian Pollack at https://lnkd.in/gYDpgc5F! https://lnkd.in/d7xhUYEQ

In our latest report 'How AI is Shaping the Future of Financial Services', we have captured the opinions and expectations of 155 C-level executives in the financial industry. We've created a guide to navigating and mastering AI projects in finance, based on the combined expertise of Europe’s leading financial services companies and Expleo’s hands-on experience from more than 100+ AI projects. 👉 https://expleo.to/4fdJTJ4

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/NJcakb 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

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

Chat interfaces are fun and easy to use, but to get the most value from AI, you need to build a system with various subsystems that use the right tool for the task, including using different AI models and fine-tunings, RAG, traditional code, and more. We've seen this when building internal tools at NU Advisory Partners. Before we employ AI, we're creating, parsing, and editing data, and using traditional code and other approaches, to narrow and simplify the task for AI to help the AI succeed. Related, here's a great Latent Space podcast with Mike Conover (Mike Conover) of Brightwave (Brightwave) on how AI is changing financial research and how to build AI products generally.

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/U6mv8W 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

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/hc1p3m 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

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/NtfcCK 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