Following the COVID-19 pandemic, the past three years have dramatically altered how we work, leaving Wealth Management firms with tremendous pressure to innovate amid a challenging economic environment. 

In this session, Yohan Lobo, Industry Solutions Manager, Financial Services at M-Files, will detail how modern digital consumers can inspire innovation in their wealth management client experiences by leveraging the power of AI. Yohan will discuss the impacts of the Great Wealth Transfer and how to manage generational expectations, illustrating how automation improves decision-making processes and client relationships. Additionally, attendees will walk away with a better understanding of the benefits of AI and how it will shape the future to drive productivity and collaboration.