What Does ChatGPT Mean for Your Advisory Firm?
An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
Modern advisors know that the latest tech innovations in the headlines can often be applied to their firm, but keeping up with these new tools and their potential applications in the finance industry can present a big challenge.
To begin with, there are a host of (relatively) well-understood advisor technology offerings undergoing rapid improvement and innovation, including turnkey asset management platforms and automated documentation and compliance support solutions. Smarter financial planning software continues to advance, too.
Then there are the cutting-edge developments in the realm of generative artificial intelligence and blockchain distributed ledgers, not to mention the ever-evolving world of social media and digital client communications.
The rapid pace of innovation raises many questions for advisor industry leaders. With the potential benefits of artificial intelligence and other fintech tools, how can financial advisors best introduce new capabilities to their practices and clients?
To answer this question and many others, ThinkAdvisor will be presenting a special webcast on Aug. 1, during which a panel of respected industry experts will take a deep dive into the innovations on the horizon, and how advisors can get up to speed on what these mean for their workflows, systems and overall operations.
The panel will feature Lori Hardwick, chairman of the board at Docupace; Brian Bichler, head of platform experience at Atria Wealth Solutions; Joel Bruckenstein, producer and president at Technology Tools for Today; and Doug Fritz, the co-founder and CEO of F2 Strategy.
Join the complimentary webcast to discover how the latest tech innovations can help you improve your client experience and business results. You’ll learn:
- What ChatGPT and other AI tech means for your advisory firm
- How the latest innovations in social media, turnkey asset management platforms and other technology could impact your wealth management practice
- The best ways to balance the use of new tech tools and human interaction with clients and business partners
- And more!
Not able to attend? We recommend that you still register — you will receive an email with how to access the recording of the event.
Pictured: Lori Hardwick