How can wealth managers assess their AI readiness?

Presented by

Dominic Snell, Director of Product Strategy, Wealth Dynamix Camille Morel, Chief Customer Officer, Dreamquark

About this talk

Calling all wealth managers - Are you ready for AI? Wealth management firms work hard to get ahead by improving the client experience and creating frictionless processes for both relationship managers and clients. Some have been more successful than others. Those who are making most headway are finding innovative ways to inject Artificial Intelligence (AI), Machine Learning (ML) and cognitive analytics, through all stages of the client lifecycle. As technology advances, and clients become increasingly tech savvy, wealth managers must find the right balance between man and machine. As a high-touch industry it is vital that customer expectations for personal (human) service are met, while at the same time leveraging new-age technology to reduce administration, avoid duplication of effort and achieve profitable outcomes in a shorter timescale. Join this webinar to discover how to make AI work better for your business, what the benefits and limitations are, and how to get started. Part I – Your AI questions answered Presenter: Dominic Snell, Director of Product Strategy, Wealth Dynamix • What kind of business problems does AI solve? • How is rules-based automation different from AI, and what does the “intelligence” in AI mean? • As AI needs a lot of data to deliver meaningful results, what are the pre-requisites and how will I know when I am ready to get started? • How can I co-ordinate an AI project that cuts across many different systems and processes? Part II – Case studies Panel discussion: Dominic Snell, Director of Product Strategy, Wealth Dynamix Camille Morel, Chief Customer Officer, Dreamquark Learn from the experiences of wealth management firms who have successfully introduced AI into their business. Hear how they approached implementation and how they and their clients are benefiting from the experience.

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Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.