You meet with a client, discuss their portfolio, and they ask a great question - but you do not have the answer. Now it looks like…well, not great. Even hours of thorough preparation can not prepare wealth managers for everything a client meeting might bring up.
With AI revolutionising the industry, real-time answers and insights are set to become a standard part of every adviser's toolkit, shares Dan Rosen his view on the future of wealth management in the latest episode of #PULSEPoint.
