How AI can brush the dust of the old wealth management industry
Fox News
Despite the rapid advancement of AI and technology, many financial advisers have continued to use old systems that, in some cases, date back decades.
Joseph Rambow is the founder and CEO of AIM Wealth and Neptune Technologies.
As a result of slow technological advancements, among other reasons, we see a shift of more independent advisers emerging who are leaving traditional and broader organizations that rely on antiquated systems and or have a lack of customization for these advisers.
These systems lack the ability to tailor customization to clients and lack advanced research and analytics to help identify opportunities for clients. It's sad to say that many have to rely on going back to ole reliable Microsoft Excel!
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