RIA+

How Artificial Intelligence is Re-Shaping the Business of Wealth Management


Listen Later

Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, they discuss how AI is also being used to improved data collection, client communication - and referrals - and what lies ahead for Jump as it continues to make significant investments in its technology and team. 

...more
View all episodesView all episodes
Download on the App Store

RIA+By Mark Bruno

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like RIA+

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

225,937 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

98 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,993 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,077 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,311 Listeners

Elementality for Financial Advisors | Elements Financial Vitals System™ by Jordan Haines, CFP®

Elementality for Financial Advisors | Elements Financial Vitals System™

35 Listeners

RIA Edge by David Armstrong

RIA Edge

13 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

This Week in Wealth by Citywire

This Week in Wealth

4 Listeners