Morgan Stanley Wealth Management’s Post

A true testament to the firm’s commitment to embracing Generative AI in banking and finance. I’m excited to see how these new capabilities will improve operational & client service efficiency! #banking #finance #wealthmanagement #morganstanley #generativeAI #openAI #technology #debrief #AIMS

Please join my talented colleagues for this important webinar on AI for Asset Managers. #artificialintelligence #ai #assetmanagement

At today’s Financial Investigator seminar on the impact & potential of GenAI within Asset & Wealth Management, Axel Maier, CFA from AI-firm MDOTM Ltd | AI-Driven Investment Solutions for Asset & Wealth Managers talks about AI opportunities for asset & wealth managers: ‘AI is an additional driver of alpha for Asset and Wealth Managers. Financial institutions that can successfully leverage AI will be more likely to grow their market share, launch new innovative products and enhance the results they deliver to final clients.’

"AI’s integration into financial services is not just reshaping how portfolios are managed and advice is given, it is fundamentally altering the relationship between advisors and clients." That's the bottom line from InvestmentNews after speaking to several fintech experts, including CEO Andrew Altfest,. Find out why he, with H. Adam Holt, CFP®, ChFC® of Asset-Map and Gabe Rissman of YourStake, remain optimistic on the possibilities AI can offer advisors. https://hubs.la/Q02wZd_c0

How can we use Gen AI to democratise access to financial advice and products to foster better financial inclusion? That's what Kapil R Bhatia explores in our latest blog. Dive into the future of Wealth and Asset Management now: https://sforce.co/3KRe9Nc

Most financial advisors juggle 5️⃣ different tech platforms on a daily basis. The Current State of Play: When you put “wealth management” and “genAI” in the same sentence, most minds jump straight to some version of “autonomous finance.” However, that’s a concept that would have to overcome significant trust hurdles with advisors and the public to gain widespread adoption. According to research by Vanguard, the personal connection and trust that exists between financial advisors and consumers drives about 40 percent of the value in any advisory service. While generative AI isn’t going to put our money on autopilot any time soon, it has the potential to save advisors’ time by handling the more repetitive and labor-intensive aspects of their jobs. As a result, advisors will be free to build deeper relationships and trust with an expanding client base Many of the steps outlined below👇 involve pulling together disparate information, often supported by different tech stacks, and synthesizing it all to generate insights — a unique strength of generative AI technology that can quickly process large amounts of data. I highly recommend reading the complete F-Prime Capital article by John Lin for more details: https://lnkd.in/eUHsASzr Ans sign of for F-Prime Capital's newsletter to recieve more great articles in your inbox👌 Find this helpful? [ 𝗿𝗲𝗽𝗼𝘀𝘁 ] Anything to add about this subject? [ 𝗶𝗻𝘃𝗶𝘁𝗲𝗱 𝘁𝗼 𝗰𝗼𝗺𝗺𝗲𝗻𝘁 ] Nice story, Marcel. Next! [ 𝗹𝗶𝗸𝗲 ] #finanicalservices #fintech #fintechindustry #financialtechnology #financialinstitutions #banking #bankingindustry #futureofbanking 

Artificial intelligence promises to transform how advisors manage portfolios, interact with clients, and navigate the ever-evolving financial landscape. Join a thought-provoking roundtable discussion entitled "𝗛𝗼𝘄 𝗪𝗶𝗹𝗹 𝗔𝗜 𝗮𝗻𝗱 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗖𝗵𝗮𝗻𝗴𝗲 𝘁𝗵𝗲 𝗪𝗮𝘆 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗪𝗶𝗹𝗹 𝗪𝗼𝗿𝗸?" This roundtable is led by Philip Best, Chief Compliance Officer at Pemberton Asset Management, will cover key questions on: - 𝗧𝗵𝗲 𝗔𝗜 𝗜𝗺𝗽𝗮𝗰𝘁 - 𝗧𝗲𝗰𝗵 𝗶𝗻 𝗔𝗰𝘁𝗶𝗼𝗻 - 𝗔𝗜 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻 𝗧𝗼𝗱𝗮𝘆 - 𝗧𝗮𝗺𝗶𝗻𝗴 𝘁𝗵𝗲 𝗗𝗮𝘁𝗮 𝗕𝗲𝗮𝘀𝘁 Come prepared to share your insights, engage with peers, and explore the future of wealth management. Whether an observer seeking knowledge or a contributor with expertise to share, your voice matters! #WealthManagement #AI #FinTech #BankingTransformation

AI has certainly disrupted our industry and comes up in conversations daily. I'm excited to join Reid Hoffman and Masters of Scale to discuss how we at Tilt are taking the immense possibilities of AI and turning them into practical application in the way we do business. *Join us this Thursday* 🎤 where we'll answer the all important question, "What does AI have to do with me?" by giving you steps you can take now.

Interesting views on AI use by US asset managers from Securities and Exchange Commission (SEC). Deputy Director of the Division of Investment Management and Associate Director for the Rulemaking Office, Securities and Exchange Commission (SEC) talks (via video conference right of video) about AI at the The Investment Association annual conference. #aiforinvestors

🚨 Breaking News 🚨 Introducing the Future of Finance: Lydia We're thrilled to announce our new AI-powered behavioral finance assistant in collaboration with Alai Studios, engineered to help financial advisors better understand the emotional needs of clients and provide increasingly personalized financial guidance. Alai and Shaping Wealth are jointly committed to a "human first" approach to financial guidance, ensuring that AI’s implementation into wealth management amplifies human brilliance. Lydia brings out the best in advisors to help their clients achieve financial well-being. "Combined with the extensive suite of Shaping Wealth programming, Lydia illuminates the complex human emotions behind financial behaviors – and how to respond to them. This innovation can truly make a difference in people's lives and help them achieve what we call ‘funded contentment’ – the ability to underwrite a meaningful life." - Brian Portnoy, CFA 🚀 Get all the details about how Lydia will revolutionize the way financial advisors engage their clients and build their practices here: https://lnkd.in/giwMt5sr #AI #FinancialAdvisor #HumanFirst