Talk Tech & Tee Off
Join us in the Strip District on Thursday, Dec 12th at 5:30 PM
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Artificial Intelligence is transforming the future of wealth management, creating unprecedented opportunities for registered investment advisors to enhance client service and operational efficiency. Throughout the event we will
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explore how Artificial Intelligence is transforming the future of wealth management, creating unprecedented opportunities for registered investment advisors to enhance client service and operational efficiency. Throughout the event we will explore how advisors can strategically incorporate AI technologies into their practice while leveraging automation to deliver more personalized, data-driven solutions.
Join us as we dive into practical AI implementation strategies and explore cutting-edge tools that are reshaping advisory services.
1
​How AI enhances portfolio management, risk assessment, and client service delivery​
2
The competitive advantages of incorporating AI Agents into your workflows​
3
Implementation essentials: compliance, security, and practical strategies
3
Automating routine tasks to focus on high-value client interactions
Speakers
Andrew Fischer
Founder & CEO
QuAIL Technologies
