What is AI?
Artificial intelligence is the use of computer technology to mimic the problem-solving abilities of the human mind; not to be confused with process automation. Applied into the private banking and wealth management industry, with consideration for client life-cycle management in particular, applications include: risk assessment of prospects and customers, commercial viability assessments, cross-sell and upsell recommendations and automated trend identification across complex sets of customer and process related data.
Subscribe to Wealth Dynamix Newsletter to receive the best news, insights and thought leadership pieces about Client Lifecycle Management.
Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
