AI Being Used in the Retirement Planning Industry
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
Tag: AI
Successful Advisers Are Able to Spot Emerging Trends
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.
Redtail Technology Adds AI to CRM System
The system analyzes emails, notes and text messages to predict client needs.
Advisers Believe AI Will Create Competitive Advantage
They plan on using it to better understand clients’ needs.