Name: Wealth Management & Private Banking - Augmenting the Advisor
Start: 2020-06-15T14:00:00Z
End: 2020-06-15T14:00:20.000Z
Location: BrightTALK
Rating: 5

Learn how to drive more business, enhance your client experience and reduce churn with Augmented Intelligence solutions. Check our videos, webinars and demos about Squirro Insights Engine. Our vertical specific applications apply cognitive search, advanced analytics and intuitive dashboarding to unstructured data, to provide new opportunities, next-best-action recommendations and real-time 360° client advisor dashboards. All of which can be integrated within CRM Systems, Core Banking Systems or Insurance Solutions.

Watch this webinar to learn how Relationship Managers can take advantage of their premium data through Augmented Intelligence Solutions directly within Salesforce! Hear from Salesforce and Squirro to understand how you can achieve this in your environment in a fast and efficient manner.

Relationship Management in the Age of AI

The AI-Driven Marketing Insights & Recommendations webinar will show you what’s possible by incorporating unstructured data to improve your ability to monitor your markets, products, brand, and competitors. Additionally, we introduce an entirely new approach to content development and distribution.

AI-Driven Marketing Insights and Recommendations

The applications of Artificial Intelligence across the manufacturing value chain will be critical to remain competitive in this evolving landscape. Industry 4.0 see’s AI used for new customer acquisition, machinery maintenance, supply chain optimization, and much more.

Watch this webinar to understand how your team will be augmented with AI-driven insights, recommendations, and automation, the innovation that will lead your transformation.

AI-Driven Transformation and Innovation in Manufacturing

Building a system of insights and recommendations is essential to this success and it relies on the use of unstructured data. A proper augmented intelligence solution is capable of gathering and analyzing terabytes of unstructured data to extract the insight you need to delight and retain customers, especially during this time of uncertainty.

Furthermore, collating all of these insights relating to a customer within a single dashboard helps to identify risks and opportunities as soon as they occur.

Watch this webinar to learn how to take advantage of Augmented Intelligence solutions to navigate challenging times, being aware of the risks, and detecting new business opportunities.

Unlocking Insights to Create Opportunities During Uncertainty

Data has grown to become an enormous cost when considering its storage and transfer. What typically goes uncalculated are the costs associated with the missed opportunities that stem from neglected data. This is especially true within financial services and banking organizations.

Watch this webinar recording to learn how your organization can maximize its ROI by utilizing AI-driven insights to optimize business decisions.

Webinar: Using AI to Maximize the ROI of Unstructured Data

With a concrete application of pre-trained algorithms to unstructured data, the deal sourcing process, supported by automatically generated insights and recommendations, becomes incredibly more productive. This results in a direct, measurable, and positive impact on the bottom line.

Join us at this webinar to understand the following:

- Machine Learning and unstructured data in financial services
- Developing a digital strategy using machine learning
- Identifying the technology needed to execute the strategy

Webinar: Machine Learning in Finance - Deal Sourcing and Recommendations

Customer Insights are now more relevant than ever. As the Covid-19 crisis evolves, we all need to be fully aware of the risks and detect the new opportunities that will be arising. 

Augmented Intelligence solutions empower professionals in financial services to deep understand their customers, by getting a holistic 360º Client Advisor Dashboard, with all the relevant info about the customers, next-best-action recommendations and meaningful insights to tailor product and service offerings.

Watch this webinar to learn how you can leverage augmented intelligence to provide a rich, compelling, and personalized service to your customers, to turn these challenging times into new opportunities.

AI-Driven Customer Insights in Financial Services

The most disruptive changes in the insurance industry will be led by the advances in and utilization of key technologies. Primarily, it will include the adaptation of AI to create desirable products, harness insights from new data sources, optimize processes and costs, and improve customer experiences.

Watch this webinar with Squirro and Accenture to learn how your teams can be empowered with AI-driven insights and recommendations, creating an environment of Augmented Intelligence.

The AI Pathway to Transformation in Commercial Insurance - Accenture & Squirro

High-net-worth individuals (HNWI) have incredibly high expectations that financial advisors need to meet in order to maintain their relationships. Managing client expectations, although a difficult task, is only part of the picture. The more important part is actually showing results. Although this has always been difficult to do, this too has become a highly complex process with the explosive growth of information available.

Watch this webinar to learn how introducing AI to the customer development and satisfaction process helps augment your team’s output and improves the bottom line.

Wealth Management & Private Banking - Augmenting the Advisor

Augmented Intelligence

Wealth Management

Financial advisor

Artificial Intelligence

Customer Engagement

Customer Experience

Client Management

Client Acquisition

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Business Intelligence and Analytics

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Information Technology

In this SaaS and subscription economy, the key to success is customer success. This is much easier said than done as client ecosystems are constantly evolving and their needs and aptitudes vary. Join this community to engage with leaders who are prioritizing and pioneering customer success by helping clients maximize ROI, inspiring account growth and strong client retention.

Customer Success

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Sales

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

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Wealth Management & Private Banking - Augmenting the Advisor

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