OM DENNE EPISODE
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.
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Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Mark Bruno, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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