Artificial intelligence can help businesses identify new clients and streamline back office operations, but so far, only the largest companies h…
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2018/08/29
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2018/08/28
The issue is not that there are "too many" robo advisors, says Will Trout, head of wealth management at Celent in Houston, Texas. But rather the…
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2018/08/22
Wealth managers are requesting improved insight into internal, customer, and third-party data alongside alternative data to power AI technology…
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2018/08/13
“Any process that can be automated, will be automated, and with that automation will come price competition,” said Will Trout, a senior analyst…
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2018/08/06
These so-called robo-record keepers "lift the administrative burden from small firms by streamlining processes and eliminating back office paper…
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2018/07/26
If the use of artificial intelligence is not yet ubiquitous in the wealth management industry, the discussion of it is. Here, Celent senior anal…