Streamlining Adviser Productivity & Client Engagement using Automation & AI featuring Salesforce

This panel discussion explored the transformative role of Artificial Intelligence (AI) in wealth management, featuring:

  • Michelle Feinstein – J.P. Morgan Private Bank
  • Amanda Lott – Salesforce
  • Shell Black – Shell Black

The conversation jumped into various types of AI, including predictive, generative, and autonomous systems, and their integration into daily workflows. Emphasising practical AI applications, the speakers highlighted how AI enhances productivity and client service by automating routine tasks, thus allowing financial advisers to offer more comprehensive services like tax and estate planning. Examples from major firms illustrated AI’s use in improving client interactions and operational efficiency.

The discussion reinforced the importance of maintaining clean, integrated data for AI efficacy and stresses a balanced approach where human judgment complements automated processes. The panel provides guidance for small and solo advisory firms on starting their AI journey by focusing on targeted use cases to enhance client meetings, data management, and overall operational productivity.

Watch the session here:

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