Jaco Cebula, chief technology officer of Multrees Investor Services, explains how artificial intelligence (AI) is impacting wealth firms' internal processes and client experiences.
With potential for increased efficiency and reduced costs, the application of AI in the wealth management industry is set to escalate rapidly. AI can assist wealth management firms in two broad areas:...
To aid regulatory reporting
Has run Cautious Managed fund since 2011
Expected in next few weeks