Community

Dr Boris Rankov Product Head of Digital Advisory & Portfolio at InvestCloud

How wealth managers can leverage AI-driven recommendations to provide personalisation at scale

The past three years have seen pretty much non-stop uncertainty and market turbulence. The pandemic, war, and the battle to keep inflation under control have all been a worry for investors concerned about the impact of volatility, interest rates and inflation on their portfolios. It is no surprise that clients are reaching out to their advisers w...

19 January 2023 /wealth Artificial Intelligence and Financial Services