How AI Will Change the Way You Experience Wealth Management Software

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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

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Author

  • John Prendergast

    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.

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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.
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