How Conversational AI (CAI) can Impact Wealth Management Services

Artificial intelligence is powering the financial services industry's ability to optimize internal processes, increase customer engagement, and deliver exceptional user experiences. Within financial services, wealth managers and wealth management firms are increasingly deploying artificial intelligence (AI) to recognize and analyze disguised patterns from data-driven insights for improved asset management and financial advisory competencies

By combining and analyzing information from various sources, AI can create more efficient, informative, and personalized experiences, enabling companies to meet the demands of a new generation of tech-savvy high net worth individuals.

This whitepaper interview covers:

• How to enable current wealth management trends using conversation AI (CAI)
• Improving customer experience with superior human-machine interfaces
• Management of workloads using digital transformation, adapted to mobile access