financial planning Fundamentos Explicación
financial planning Fundamentos Explicación
Blog Article
The interesting thing over here is that whatever advice GenAI gives as far as investment is concerned, how can we take that advice and test it using the conventional technology to be able to validate and verify that that advice is sound and is valid?
The past few years have also seen increased innovation in wealth management. The development of fresh, modern programs and processes for advisors has been critical to delivering new digital experiences to financial advisors and their teams.
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You haven't optimized your portfolio? For every option, this is how the portfolio is going to behave in varying market conditions. I'd have a lot more intelligence and insight given to me by such tools to make decisions.
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It also improved the efficiency internally within the organization, where before, their staff had to review up to 200 pages of documentation. Now, a lot of the information is digitized, and it is processed automatically.
So if you’re facing something that’s challenging, then you may need to take some time to review what’s been done already and make sure that your plan will work.
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So far, very little has changed in US wealth management from an asset and more revenue-generation standpoint. For instance, in wealth management, even Ganador a wave of digital attackers storms the gates, the attackers still represent less than 1 percent of the Total market, with less than $50 billion of $35 trillion industry assets under management in 2015. The most aggressive projections have attackers with 5 percent of industry assets by 2020. So for incumbents, the choice is between holding the current course and maintaining competitive position or “attacking the attackers” to drive change.
[00:10:43] Karen: Thank you, Omar. Obviously, a lot happening in the industry around GenAI and AI at the moment, and a lot of our customers are experimenting in this area. How do you see some of the wealth management firms starting to think about GenAI and AI? What have you seen so far?
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