APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH …

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 312345678 CONTENTSCONTENTSFOREWORD .. 5 RESEARCH AUTHORS & EDITORIAL PANEL .. 6 KEY 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 .. 13 EFFECTIVE ENGAGEMENT TO IMPROVE CLIENT WIN-RATES .. 15 KICKSTARTING KYC: FASTER, DEEPER CLIENT DUE DILIGENCE .. 17 HOLISTIC FINANCIAL PLANNING AND CUSTOMISED PORTFOLIOS .. 20 PERSONALISED RELATIONSHIPS WITHOUT OVERBURDENING PERSONNEL.

RESEARCH AUTHORS & EDITORIAL PANEL 7 PHIL TATTERSALL DIRECTOR, UK WEALTH & ASSET MANAGEMENT DATA AND ANALYTICS - EY Phil is a Director in EY’s UK Wealth & Asset Management Data and Analytics advisory practice.

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