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The way forward for the wealth administration business isn’t going to be dominated by robots. As an alternative, will probably be an evolving hybrid market by which human advisors use digital methods to collect knowledge and generate considerate, and extra exact suggestions quicker and extra objectively than they do at present. In relation to synthetic intelligence, the problem just isn’t warding off extinction, it’s shifting abilities. Can CTOs be the changemakers that assist advisors adapt?
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Nick Graham, chief know-how officer at Cambridge, in regards to the alternatives AI creates in terms of monetary recommendation, and the way Cambridge is staying forward of the curve.
Shannon and Nick talk about:
- How Cambridge is approaching AI traits
- What know-how advisors are asking for essentially the most
- The subsequent frontier of generative AI
- How the position of the CTO has modified
Join with Shannon Rosic:
Join with Nick Graham:
About Our Visitor:
Nick Graham joined Cambridge in 2017 and at the moment serves as a member of Cambridge’s Govt Council. Graham has greater than 25 years of expertise in product growth, consulting providers, and enterprise growth throughout quite a lot of markets, together with the monetary providers business. In his present position, he leads one of the crucial modern monetary skilled workstations within the business, that includes monetary professional-friendly know-how that’s customizable for the broadest vary of impartial enterprise fashions throughout monetary skilled enterprise channels. Graham was named Chief Expertise Officer of the 12 months by WealthManagement.com1 on the 2021 Trade Awards. He’s a member of the Fairfield Financial Growth Affiliation Board of Administrators and earned a Bachelor of Science diploma from Clemson College.
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