NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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AI is hardly overblown. Right now, advisors are using AI tools to save themselves hours each week on a diverse array of tasks. Three advisors who just learned how to work with AI this past summer share specific AI use cases.
Financial services are experiencing an artificial intelligence revolution. Advisors who incorporate AI into their practices are finding they can streamline many of their processes, while also improving the service they offer their clients. Editor-in-Chief Sean Bailey talks about the AI training Horsesmouth is making available to members.
What’s Working Now: Advisor Victor Connor started out using artificial intelligence to perform some simple tasks. Now he uses it two or three times a day to improve his communication and to streamline portions of his work.
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