How AI Can Help Advisors Become More Proficient

When you think of financial advisors, the chances are that you don’t immediately relate it to artificial intelligence (AI). As digitalization has revolutionized many, if not all, services, the financial industry is rapidly evolving too. Advances in AI have made huge dents in the financial planning sector where advisors can not only improve their service offering but their results as well.  When it comes to making advisors more proficient, AI comes highly recommended. The wealth management universe has opened its doors to making it easier for consumers to assess their financial health, make informed investment decisions, and plan for long-term goals. With the right advisor, this can be the combination of a winning investment portfolio.  With the traditional advice world being disrupted by AI’s new wave of financial services, it’s essential that advisors keep up. Failing to do so can be the deciding factor between your firm and your competitor. In this article, we will tackle how you can use AI to distinguish yourself in the market and improve your client offering. 


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Information:
​Ger van Nijkerken
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+31 6533 9 6533
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