5 Areas AI & Behavioral Tools Can Transform Your Advisory Business

Overview

[On-Demand Only]

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Sponsored by:

Pershing

 

 

Artificial intelligence (AI) is a largely untapped resource in the investment industry. Though this new technology can be confusing and overwhelming at times, smart advisors are embracing this powerful tool to address their greatest needs. AI can improve outcomes in at least five different areas, including overall practice management, client engagement/communication, investments/stock predictions, fraud/risk management, and regulatory/compliance oversight.

Join this complimentary webcast to get a deeper and clearer appreciation of AI and how this rapidly evolving technology can help transform your practice. You’ll discover:

  • The best ways to harness and mine client data to improve communication and business outcomes
  • How to use the latest AI-related tools to improve results, including investment/portfolio and risk analytics
  • Ways that AI can boost firm productivity, strengthen client relationships and reshape the future of your practice

Speakers

Doug Fritz

Doug Fritz, CEO & Founder, F2 Strategy, Inc.

Doug Fritz is CEO and Founder of F2 Strategy, Inc, a leading technology and marketing consulting firm to the wealth management industry. Prior to founding F2 Strategy, Doug was Chief Technology Officer for First Republic Private Wealth Management where he led the execution of the Wealth Tech Roadmap and introduced transformative technology to an amazing, client-focused firm. The new and upgraded tools he rolled out for their portfolio managers will enable FRB to continue its stellar client experience reputation well into the 21st century. Prior to joining First Republic, Doug was senior vice president at Wells Fargo Wealth Management where he ran strategy, implementation and support for the Portfolio Management Desktop including portfolio analytics, advisor dashboard, compliance and proposal generation. Doug was poised for success for these roles after years as a management consultant for KPMG Consulting on Wall Street where he managed large global industry initiatives. Doug is frequently quoted in the media on a wide range of transformative and innovative industry topics. He earned a bachelor’s degree in Russian and International Business from Southern Illinois University and started his career in Russian Equities at Credit Suisse in Moscow.          

Tommy Marshall

Tommy Marshall, Fintech Advisor, Accenture

Tommy Marshall has over 20 years of experience in bringing results-driven, resourceful, management consulting services to top financial institutions, including two years as Accenture’s fintech lead for North America. He also has experience in payments, wealth management banking and capital markets, which allows him to help clients address digital financial services end-to-end.              

Gavin Spitzner          

Gavin Spitzner, President, Wealth Consulting Partners, LLC

Gavin has over 25 years of experience helping banks, RIAs and broker dealers overcome complex obstacles standing in the way of accelerated, profitable growth. Operating at the intersection of business strategy, the fintech landscape and execution, Gavin has helped dozens of organizations launch or enhance wealth management platform solutions leveraging innovative technologies and processes designed to improve business performance and enhance client experiences. Gavin’s consulting firm Wealth Consulting Partners, LLC helps wealth management organizations break through corporate inertia with applied strategy support and guidance.

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