Financial advisors can use generative artificial intelligence to help them achieve “personalization at scale” within their practice.
Now, we’re at the implementation stage, said speakers at WealthManagement.
com’s RIA Edge West conference in Marina del Rey, Calif.“The good news is, personalization at scale is here,” said Jason Pereira, senior partner and financial planner at Woodgate Financial.
“Everybody is trying to figure out personalization at scale, meaning that you care about your clients deeply and want to serve them well,” Portnoy said.
Yes, Portnoy said, we can use it to improve our skills as guide, and therefore shift the conversation from ‘personalization at scale’ to ‘humanization at scale.
’Take Lydia, for example, an AI assistant that Shaping Wealth has developed in partnership with Alai Studios.
The tool can also help advisors in discussions with clients,Including advice on navigating difficult conversations, behavioral marketing and the connection between money and happiness.
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