Didn't get a chance to watch episode one? Scroll to the bottom to see the previous Vodcast. Bob McDermott and Chris Mee speak with Craig Kirkpatrick, the Founder of Act Three Consulting – a firm that develops strategies for Financial Advisory firms to implement Artificial Intelligence effectively into their services.
In part two of AI: Risk or Ally for Advisors, Craig dives a little deeper and provides some practical use cases for Financial Advisors and specific examples of how this technology can help your office become more efficient, and enhance your client relationships.
After watching the video, we hope you come away with at least one great idea and some best practices you can immediately put into action.
[Runtime: 31:37]
Your Vodcast Hosts: |
Chris Mee
Managing Director,
Head of Market-Linked Products Distribution
InspereX
Bob McDermott
Managing Director,
National Sales Manager
InspereX
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