machine-generated investment strategies
Jun 10, 2020 11:05:12 AM | Blog
wealth management, wealth advisory, machine-generated investment strategies, artificial intelligence, machine learning
wealth management, wealth advisory, machine-generated investment strategies, artificial intelligence, machine learning
Can AI-based recommender solutions help wealth managers?
Recommendation solutions are sometimes used by wealth management firms and banks to automatically suggest the product that a client may be interested in. They aim to increase client satisfaction and avoid wasting both the client’s and the relationship manager’s time with inappropriate offers.
Dec 16, 2019 9:55:33 AM | Blog
wealth management solutions, investment solutions, machine-generated investment strategies, automated portfolio
wealth management solutions, investment solutions, machine-generated investment strategies, automated portfolio
Why automation in the wealth advisory process is becoming critical
Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.