WisdomInterface

Request Your Free Interactive eBook Now:

“Advisors Need a Human Advantage in an AI World”

Stalled organic growth and on-edge clients underscore the need for advisors to revisit and reshape their value proposition. Access this interactive eBook to learn how financial advisors can enhance their human touch using AI for a competitive advantage.

The recent widespread availability of generative artificial intelligence (AI), used in platforms like OpenAI’s ChatGPT and Google’s Bard, comes at a pivotal time for the wealth management industry. An article published by ThinkAdvisor finds that 57% of financial advisors are now using some version of AI, or are at least interested in experimenting with ChatGPT or other generative AI tools.

Against a backdrop of change, this interactive eBook explores the thoughts of three industry experts about the impact of AI on the competitive landscape and marketing strategies that work in today’s financial environment. Access the interactive eBook and learn about:

  • The competitive landscape and AI

  • Integrating AI while doubling down on the personal interaction

  • Enhancing the human touch with AI

  • Marketing in today’s AI moment

  • Key takeaways including AI opportunities available to advisors now

Offered Free by: Atria Wealth Solutions

SUBSCRIBE
Image Processing

Who We Are

Xcellent Insights is a futuristic market intelligence firm, headquartered in New York, US that focuses on providing strategic market insights. We offer a plethora of data-centric research reports and consulting services to help customers expand and explore their business strategies, obtain clarity about current business trends and future development, and attain substantial growth. Our portfolio of services includes syndicated and custom research reports driven by end-to-end market research and market intelligence studies.

What We Do

We strive to offer the best market research and consulting services to our customers that will benefit them in making informed business decisions. We provide an extensive list of market research titles falling under various industry categories such as consumer goods, food, and beverages, automotive, healthcare, and chemicals, covering latest and trending market insights. Through our services, we aim to connect an organization’s goal with lucrative outcomes globally.

    Subscribe for more insights



    By completing and submitting this form, you understand and agree to WisdomInterface processing your acquired contact information as described in our privacy policy.

    No spam, we promise. You can update your email preference or unsubscribe at any time and we'll never share your details without your permission.

      Subscribe for more insights





      By completing and submitting this form, you understand and agree to WisdomInterface processing your acquired contact information as described in our privacy policy.

      No spam, we promise. You can update your email preference or unsubscribe at any time and we'll never share your details without your permission.