How AI Will Change the Way You Experience Wealth Management Software

Posted by on April 18, 2023
< 1 minute

Last Updated on April 18, 2023 by John Prendergast

Wealth management involves complex financial concepts and terminology that can be overwhelming for clients. That combined with even an ‘easy to use’ software can be a challenge for both advisors and clients. An AI-powered natural language software interface simplifies these concepts allowing users to just ask a question. Software is finally ready to deliver on the promise of asking a simple question and getting a simple answer. Read more about how that’s happening.

See the full article in Advisor Perspectives

Engage up to 90% of your clients every single month with Blueleaf.

The all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing, and rebalancing. Don’t wait to engage your clients, improve satisfaction and simplify your business.

Learn more...

Author

  • John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

    View all posts

Get NEW posts and shows delivered to you.

The Augmented Advisor blog and podcast help financial advisors learn ways to improve their business with in-depth content from the industry's leading thinkers

We don’t spam! Read our privacy policy for more info.

Also published on Medium.

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.
icon-angle icon-bars icon-times
BlueLeaf
Create Free Account