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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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本 Podcast 中的其他單集
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免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 Mark Bruno，歸其所有者所有，與 Listen Notes, Inc. 無關聯，也未獲得 Listen Notes, Inc. 背書。
