Empowering the wealth advisor of today with AI

The wealth management sector is struggling to maintain profitability due to increased competition, client price sensitivity, an increase in M&A activity, and more. For financial advisors, differentiation depends on the quality of your service experience.

This eBook outlines how advisors of today leverage current AI developments to dedicate more time to valuable client-advisor interaction.

What you will learn

Featuring use case videos from Hakan Kocabeyoglu, Chief Product Officer at Unblu, you will learn:

How AI can boost advisor productivity

AI is improving advisors’ ability to streamline tasks and increase productivity in three ways:

• By aiding them to improve efficiency before, during and after client meetings.
• By leveraging chatbot technology to get quicker access to accurate information and advice.
• By keeping their client profiles up to date more easily to offer better insights into customer preferences and behaviors.

How AI can improve client personalization

With AI technology, wealth advisors can:

• Engage in more convenient, frequent interactions with their clients.
• Take the initiative to reach out more proactively to clients.
• Enhance the way they communicate in a number of ways.