Tag: Financial advisors
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Broadridge’s Machine Learning Technology Secures Patent to Improve Securities Based Lending
Broadridge Financial Solutions has received a patent for its machine learning tech that enhances securities-based lending. This tech provides valuable insights for wealth management firms to deepen relationships with high-value clients and increase productivity.
More Financial Advisors Turn to ChatGPT: Should You Be Concerned?
Discover how financial advisors are using ChatGPT, an AI chatbot, to streamline their practices and better serve clients, while addressing concerns.
Maximizing Benefits from ChatGPT and AI: Tips and Tricks for Optimization.
Discover the impact of AI and ChatGPT on asset management. Find out how AI can catalyze economic growth and explore opportunities for growth in various sectors. Stay ahead of the game with emerging AI-related developments.
The Transformation of Daily Routine for Wealth Managers with the Advancement of AI Technology
Discover the potential of AI in wealth management with CFA Institute's Data Science for Investment Professionals Certificate. While not expected to replace advisors immediately, the impact on employment could be significant in the long run. AI empowers advisors to focus on high-value tasks and improve revenue. Explore the benefits of integrating AI today.