Disrupting Wealth Management: unveiling gen.Al’s game-changing power in customer engagement

OVERVIEW

Experiences driven by AI and generative technologies have the potential to launch your wealth management operations into the next chapter. It’s not rocket science: it’s about doing more with less, extracting maximum value from your customer knowledge and understanding the requisite balance between the tech and the human touch. How do you get to the next level to drive new growth?

Getting ahead

As technology provides more intelligence and more options, investors have access to a wider range of choices. Wealth managers that have embraced GPTs are transforming their business and stand to open up an increasingly large competitive gap on the rest of the market. How can you ensure you are safely optimising the technology to offer sufficient flexibility and optionality to cater to your customers? And what are the implications for trust, technology and data?

Preserving trust

We know that data will play a central role in the creation of next-generation customer experience in wealth and advice. Responsible, risk-free access to data and fundamental technologies such as AI will in future be a decisive success factor. But how do you get to the place where you and your customers can always trust it?

Generate the future

You need to know what your clients want, which means diving deeper and gaining a granular understanding of each and every one of them. This is the world of open finance, automation, predictive analytics, and generative AI. What will the future look like in your business?