Evaluating vendors, writing an AI policy, what to automate first, and what is already happening at your firm whether you approved it or not.
Technology
Most of what advisors are sold is a prompt in front of a general model.
Technology
The value is in what you use it for, not in who wrapped it.
Technology
Nearly everything can be automated, which is why that question does not help.
Technology
Most firms have no written position on AI. That is itself a policy, and the hardest to defend.
Technology
Every product demos well. The demo is clean data along a chosen path.
Technology
These tools are excellent at language and unreliable at arithmetic, currency, and knowing what they don't know.
Technology
Vendors use one word for four different things, from a genuine two-way sync to a link that opens a new tab.
Technology
Ask what proportion of clients logged in last quarter.
Questions? Ask them directly — that is what the twenty minutes is for.