How to fund AI in wealth management

Over the past year, capital markets firms were understandably hyper-focused on stabilizing client relationships, guaranteeing employee safety, and keeping operations going during the economic uncertainty COVID-19 brought. Efficiency and caution ruled the day. But now we're seeing the pendulum increasingly swing in another direction as firms think about how to accelerate growth again. If the pandemic taught the wealth industry anything, it's how crucial digital technologies are. Wealth management firms are diving into creating a better client and advisor experience using new capabilities powered by data and artificial intelligence (AI).