APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH …

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APPLYING ARTIFICIAL INTELLIGENCEIN WEALTH management :!COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE 2017 EYGM Limited. All Rights Reserved. ED uncertainty be your best opportunity for growth? #BetterQuestions 312345678CONTENTSCONTENTSFOREWORD ........................................ ........................................ ........................................ ........................................ ....... 5RESEARCH AUTHORS & EDITORIAL PANEL ........................................ ........................................ ..................... 6KEY TERMS AND CONCEPTS AROUND ARTIFICIAL INTELLIGENCE ........................................ ......... 9 THE REAL ROLE OF AI AND WHY WEALTH MANAGERS HAVE LESS TO FEAR THAN THEY MIGHT THINK ........................................ ........................................ ........................................ 11 LEVERAGING AI FOR LEAD GENERATION AND management .

6 APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT! COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE Research Authors & Editorial Panel ALESSANDRO TONCHIA CO-FOUNDER - FINANTIX Alessandro is a Founder of Finantix.

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