Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.
Tag: artificial intelligence
The system analyzes emails, notes and text messages to predict client needs.
When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.
They are also harnessing the competitive edge of AI.
They plan on using it to better understand clients’ needs.