AI Enters Wealth Management – Are you Ready?

Tuesday, June 20, 2023 | 4:15 PM ET • 1:15 PM PT

FEATURED SPEAKERS

HOST

Shannon Rosic
Director of WealthStack

Content and Solutions
WealthManagement.com

Presenter

Timothy D. Welsh, CFP®
CEO and Founder
Nexus Strategy, LLC

Presenter

Scott Lingenfelter
Principal Product Manager
Laserfiche

The recent launch of ChatGPT and advancement in artificial intelligence, or AI, have captured the world’s attention. Now it’s time to look at the benefits that AI-driven technologies can bring to the wealth management industry.

Join this complimentary webinar to discover how to improve client experience and streamline back-office operations with the right content-centric AI tools in place. You will learn:

• Trends for AI adoption in wealth management 
• Key ways to integrate AI with back-office operations for a competitive edge 
• AI-powered data processing and process automation tools in Laserfiche
• Tips to get started and accelerate your digital transformation
  

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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