AI Use and Best Practices in the Financial Services Industry

AI Use and Best Practices in the Financial Services Industry

Fintech consultant and T3 friend, Craig Iskowitz, CEO of Ezra Group, is hosting this upcoming webinar Moneyball for AI: How Wealth Management Firms Can Get The Most Bang for Their AI Bucks on Tuesday, July 23, 2024, at 2:00 p.m. Eastern Time (ET). The virtually-assembled panel will focus on artificial intelligence (AI) in wealth management.

This webinar will equip attendees with the knowledge and tools necessary to leverage AI in their financial institutions and wealth management firms. The panelists will delve into the various ways AI is revolutionizing the world of financial services. From enhancing investment decision-making to delivering personalized services to clients, the potential applications are vast and transformative. 

The panel of industry leaders, which will be moderated by Iskowitz, will feature the following panelists:

Key topics that will be covered in this webinar include: 

  • Exploring how “Moneyball” principles help firms maximize investments in technology
  • Utilizing data analytics to uncover hidden opportunities in portfolio construction, risk assessment, client segmentation, and personalized financial advice
  • Discovering practical strategies to effectively allocate budgets, measure ROI, and scale up successful initiatives 

The webinar presents a unique opportunity for financial professionals to explore the practical applications of AI in wealth management. Attendees will gain valuable insights and actionable knowledge that will enable them to enhance their financial strategies and provide superior services to their clients. 

“We’re excited to have this all-star cast of experts to discuss the latest trends in AI for wealth management,” Iskowitz said. “If you’re looking to stay up to date on the latest AI, you need to attend this webinar.”

The webinar is free and open to anyone interested in attending. To register, click here:

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