IBM ramping up efforts to predict investor behavior, life events
Pairing technology with humans goes beyond asset management, by getting to know the client — and maybe even their future.
Imagine an adviser coming into the office one morning. She turns on her computer and a dashboard is ready to provide her with tasks for the day ahead.
The computer tells her, based on the news and a client's recent emails, there is a significant chance he is going to pull his money out of the mark
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