RIA+
RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
RIA+
How Artificial Intelligence is Re-Shaping the Business of Wealth Management
Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, they discuss how AI is also being used to improved data collection, client communication - and referrals - and what lies ahead for Jump as it continues to make significant investments in its technology and team.