ChatGPT’s Role in Financial Planning and Marketing

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Financial companies have a new virtual assistant in town called ChatGPT. This new AI tool allows users to have human-like conversations and delegate tasks to the virtual assistant, potentially allowing people to shift their focus to more valuable strategic work.

While the word disruption has been used a lot lately, ChatGPT truly fits the bill as an innovative technology that can help financial services companies optimize their workflow. But before anyone worries about robots taking over their jobs, all AI-generated work goes through a review process before becoming official.

Financial industry professionals should take note of ChatGPT’s capabilities and integration opportunities. For example, financial marketers can ask the tool to generate optimized title tags and meta descriptions that drive search engine visibility. This can save time and resources that would have otherwise been spent creating these variations manually.

Another application is simplifying metrics reporting. Embedding a conversation with ChatGPT about website metrics can provide a clear explanation of how the numbers translate into meaningful insights for the brand. Then, translating language for inclusive content initiatives is easy with ChatGPT too. Internal documents and public-facing content can be transformed into different languages in moments.

Lastly, ChatGPT can help with content creation too. Generating post ideas and hashtags that align with a campaign is a breeze with the AI tool. Holistically, ChatGPT can help a content team keep up the consistency of creative output.

As with any new technology, compliance is critical. However, with some internal trial and error, ChatGPT can safely and effectively be integrated into a marketing technology stack. Having a virtual assistant on hand can allow the human team members more bandwidth to focus on high-value endeavors.

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