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.