Great example of how AI can transform Financial Advice

An excellent of the potential of AI to transform WealthManagement is this example of an AI from TIFIN AG highlighting to RBC Wealth Management that a client has had a major change in their life, specifically inheriting circa $1mn. Worth reading the details in this great story by Dan Shaw of Financial Planning. How far have you developed your plans to deploy AI in your firm? What are your favourite AI services? Please add your thoughts in the comments below.

https://www.financial-planning.com/news/rbc-turns-to-ai-to-capture-more-of-clients-wallet-share?

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