Kristian Borghesan’s Post

"What an incredible start to #FutureProof2024! It was an honor to be a panelist and share the stage with Craig Iskowitz and Devon Drew , discussing how generative AI is revolutionizing wealth management. I'm particularly excited about Google Cloud and how #gemini and #vertexai enable generative AI to personalize client experiences and streamline advisor workflows. Imagine effortlessly generating insightful reports, automating due diligence, and delivering hyper-personalized advice – all while staying ahead of ethical considerations and regulatory compliance. The future of wealth management is here, and it's powered by AI and Google. #AIinFinance #WealthManagement #FinTech #FutureofAdvisory

Key takeaways from our AI panel, “How AI is Transforming Wealth Management”, Day 1 at #FutureProof2024! 🤖 AI is revolutionizing wealth management operations, from report generation to client onboarding. 🦾 Generative AI tools like Google’s Gemini & Anthropic’s Claude are game-changers for content summarization and creation. 🚀 Next Best Action recommendations powered by AI are supercharging client relationships. 📈 AI is streamlining reviews of asset management products, saving advisors valuable time in investment due diligence. 💣 Ethical considerations and regulatory compliance will be crucial as AI adoption continues geometric grows. The message is clear: AI isn’t just the future; it’s already here, making advisors more efficient and enhancing client experiences. Those who embrace it will have a significant competitive advantage. A big thanks to Devon Drew and James Dean for a fantastic panel, and to Matt Middleton and Joshua Brown for having me back this year. Lots more to come this week from Future Proof 2024! #WealthManagement #AIinFinance #FinTech #FutureofAdvisory #financialadvisors #artificialintelligence

Transform Revenue with #AI-Driven Strategies   💡 Discover how #AI is transforming wealth management by optimizing decision-making, enhancing client interactions, and identifying new growth opportunities.   In today’s fast-paced market, using AI to streamline operations and personalize services is essential for boosting revenue and staying ahead.   Want to learn more? Connect with us at info@altometa.online   —————————— 👍 Found this post helpful? Give it a like! 🔔 Follow our profile and hit the bell icon for more insights ♻️ Share this post if you think others can benefit too!   #MarketingAI #AIRevenueGrowth #WealthManagementAI #GenAI #FinTech #AIInFinance #WealthTech #DigitalTransformation #InvestmentTechnology #AIProductivity #FinancialInnovation #RevenueBoost #AIInWealthManagement #FutureOfFinance #IntelligentInvesting

🤖 AI Revolutionizing Wealth Management 💼 The integration of Artificial Intelligence in wealth management is no longer a future prediction—it's a reality. AI offers unparalleled insights, enhancing portfolio management and client engagement. With 77% of wealth managers believing in AI's potential, the question is, how are you leveraging AI in your financial strategies? 📊👾 Find more Fintech trends by clicking the link in the comments ⤵ #AIInFinance #WealthManagement #TechInnovation #FinTech

Embracing AI in Financial Advisory: A Powerful Partnership 🤝🤖📊 The image captures it perfectly - AI isn't here to replace us, but to enhance our capabilities as financial advisors. Key benefits of AI integration: • Rapid data analysis and pattern recognition • Automated administrative tasks • Enhanced risk assessment and portfolio optimization • Personalized client insights at scale But make no mistake - the human touch remains irreplaceable. Our role evolves to: • Interpret AI-generated insights • Provide nuanced, ethical decision-making • Offer empathy and build trust • Tailor strategies to unique client goals and values As we navigate this exciting frontier, let's view AI as our collaborative partner in delivering superior financial guidance. What's your take on AI in financial services? How are you leveraging technology to better serve your clients? #FinancialServices #AIinFinance #WealthManagement #FutureOfAdvisory #FinTech"

Asset Managers implementing AI: where are you? At #TIFINIdeasDay, we asked leaders from the wealth and investment management space where they were in their AI journey. If you’re in the early stages, don’t despair: 61% of respondents say they are still prioritizing use cases and organizing data. Helping Asset Managers execute an AI implementation plan and move from siloed data with backwards-looking CRMs to unified data driven by supervised AI models is TIFIN AMP’s sweet spot. Let’s talk today about accelerating your AI journey. #TIFINAMP #AssetManagement #WealthManagement #FinTech #AIforWealth #SupervisedAI

Why settle for one goal when you can achieve several at once? With Praxis Solutions’ multi-objective optimization, financial institutions can hit multiple targets simultaneously—maximizing efficiency, reducing risk, and driving growth all at the same time. Our strategic AI solutions empower you to work smarter, not harder, streamlining complex operations and unlocking new potential across your entire organization. Don’t get stuck in old methods—embrace the future of finance with Praxis Solutions. https://lnkd.in/ehAJbBab #PraxisSolutions #FinTech #AI

🌟 The future of financial advisory is here, and AI is at the forefront. But how do we ensure it adds value to client relationships? At Qdeck, we believe AI should empower advisors, not replace them. With tools like Qadvisor, financial professionals can focus on what matters most: delivering expertise and building trust. 🗣️ We want to hear from you: 💭 How are you using AI in your practice today? 💭 Where do you see the biggest opportunities (or challenges)? Share your thoughts below! Let's shape the future of fintech together. Schedule a demo to learn more: https://lnkd.in/gMC4xUAw

The GenAI Revolution in Wealth Management As wealth management firms race to integrate Generative AI, the landscape of financial advising is rapidly evolving. 🚀 This shift isn't merely about keeping pace with competitors; it's about harnessing GenAI to refine and enhance the services we provide. By processing vast amounts of data and automating routine tasks, GenAI promises to elevate the productivity of advisers and the personalisation of client interactions. Yet, with great power comes great responsibility. The challenge lies in implementing these technologies in a way that complements—not replaces—the human touch that is so crucial to building trust and understanding with clients. 🤖👥 As we stand on this technological frontier, how can we ensure that GenAI is integrated thoughtfully into our practices? What strategies are your firms adopting to balance innovation with integrity in client relationships? #WealthManagement #FinTech #GenAI #DigitalTransformation

As AI continues to evolve, its impact on the Private Equity sector grows increasingly significant. From enhancing due diligence to revolutionizing deal sourcing, AI integration is setting a new standard for efficiency and insight. Looking ahead, we can expect: - Even more personalized investment strategies. - Greater operational improvements within portfolio companies. - Enhanced risk management through predictive analytics. The future of PE lies in harnessing the power of AI to create value like never before. Let's explore the possibilities together. #FutureOfPE #AIIntegration #PrivateEquity #Innovation