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Building an AI-Powered Advisory Business

By Laserfiche | October 09, 2018


While the term “artificial intelligence” (AI) often conjures images from science-fiction movies, the reality is that AI has been with us for years since the dawn of the computer age and refers to tasks that automated systems can perform instead of humans. For advisory firms, today’s greater computer power means that AI can be put to work now. It can enhance advisor productivity and efficiency, as well as increase firm profitability and value. To explore how this can be done and how AI can be put to use effectively at advisory firms, this white paper provides a blueprint for understanding the power of AI – and ultimately providing specific use-case and advice for building an AI-powered firm.

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