Webinar recap
- Great insights begin with clean data
- The basics of artificial intelligence
- How to apply AI in your current practice and workflow
- How C-level executives can use AI to enable their advisors and the back office
- Best practices to ensure your AI is both secure and private
- The future of AI and companies developing AI
Webinar details
With AI integration at the forefront of conversation, this webinar is an in-depth discussion surrounding the benefits it can bring to a wealth management firm’s existing workflows and processes.
Throughout boardrooms, casual conversations, and virtual meetings, people are curious to know its long-term security and application and, most importantly, what generative AI means for companies and the job market.
Moderator & presenters
Alois Pirker
Founder & CEO
Pirker Partners
Moderator
Jed Maczuba
SVP, Chief Technology Officer
Advisor360°
Presenter
Vibhaw Arya
Chief Operating Officer
Shufro Rose
Presenter