How are firms using AI to stay ahead of competitors?

Artificial intelligence (AI) has become essential for investment management firms looking to keep pace, grow and scale. It is already helping them improve client experiences, strengthen relationships, and demonstrate value. The reason why some firms are succeeding better than others is due to where AI is being implemented. Before meetings, AI can pull together data for reports specific to clients’ needs, freeing up time to prepare for potential questions. Even during meetings, effective use of AI helps answer unexpected questions, instilling confidence in clients. It can also help firms spot...