Artificial intelligence is reshaping investment management, but many professionals struggle to see how it fits into their day-to-day processes. From sifting through endless data streams to keeping up with market trends, the question is not if AI can help, but how to seamlessly integrate it into workflows for real results.
Join us here, where Josh Farruggio, Head of Wealth Management Sales, and George Hinin, Solutions Consulting, will host a discussion on how investment managers are practically using AI to enhance their daily routines. This webinar will move beyond theory and focus on the actionable ways professionals are leveraging AI to save time, gain insights, and make better decisions.
We will explore:
– How AI can act as your personal assistant, handling repetitive tasks.
– Real-world examples of AI fitting into existing workflows.
– Strategies to uncover value throughout your day with minimal disruption.
– Ways to make AI a natural extension of your investment process.
