Rob Pettman’s Post

AI is reshaping the way advisors connect with and serve their clients. Rob Pettman’s perspective in this Barron's article highlights key trends that will shape the future, and we’re proud to be part of this journey. #wealthmanagement #AI #innovation

Rob Pettman’s insights underscore the growing role of AI in transforming the wealth management industry. It’s an exciting time as these advancements continue to empower advisors and enhance client outcomes. #growth #wealthmanagement #AI

AI in Wealth Management: The Tipping Point Is Here For years, wealth management has dabbled in #AI, promising efficiency and better client experiences. Yet, most initiatives remain pilots. In 2025, the game changes. Firms that stay in neutral risk irrelevance, while those embracing AI will redefine the industry. - Private markets: AI will democratize access. - Smaller firms: Leverage AI to outpace the giants. - Transparency: Success metrics will set the standard. This is beyond efficiency—it’s about survival. AI shifts advisors from administrative tasks to strategic growth. Early adopters are already seeing faster growth, stronger client relationships, and measurable results. Yes, there will be challenges—data risks, errors, learning curves. But hesitation is costlier. Read Rob Pettman’s vision featured in Barron's: https://lnkd.in/ejvjqiSf #AIInWealthManagement #FutureOfFinance #BetterWealthOutcomes Vinay Nair Brooke Juniper Marc McDonough, Tom Van Horn Stacy Carter Paul Lussow Jeannette Freedman Kuda Nicholas Salguero Kiran Nambiar

How do you feel about AI using your investments to learn? As trusted wealth managers, safeguarding our valued clients assets and wellbeing is our number one priority. We think of AI as our intern on the team. We use it strategically for automation and for menial tasks, but we never let it sit in the drivers seat. We believe that human oversight is crucial to ensure accuracy, especially for something as important as your financial future. Read more in my Financial Post feature article linked below: https://lnkd.in/ghVTh3X3

Transforming Dividend Payment Reconciliation in Asset Management with Fuzzy Matching! Discover how we use AI and machine learning to improve efficiency and reduce errors in financial transactions.  💼📊💡 Swipe to learn more! 👉  #AssetManagement #FuzzyMatching #AI #MachineLearning #FinanceTech #Reconciliation #DividendPayments #Innovation #DataQuality #Efficiency #TechSolutions #Norma

Do investors trust AI? Delve into the evolution of the wealth industry and the impact of this evolution on advisors, investors, wealth firms, brokerages and other industry stakeholders in this insight. Read more: https://lseg.group/3Vud6bD  

While AI can speed up processes, we believe that true value lies in balancing innovation with the human touch. Check out our latest blog to learn why we're focused on delivering exceptional quality and building lasting relationships, even as we embrace new technologies. https://lnkd.in/eq7SX7z4 #ImpactEnterprise #socent #AI #Quality #ImpactIndustry

Data is the heart of every intelligent business decision. And in a world where data is an increasingly valuable currency, Artificial Intelligence (AI) is an increasingly valuable business tool. From automating—and accelerating—manual processes to improving data access and financial operations, mid-size companies and private equity firms are constantly finding new uses for AI. And it’s paying off. Here are some new AI trends in financial management to keep an eye on. #AI #PrivateBanking

🤖 What We Learned About AI's Impact on Asset & Wealth Management 🔗 Read how AI is poised to revolutionize finance: https://lnkd.in/ekxXqnGt.. At our 2024 Asset & Wealth Management Summit, industry expert Kaushal Vinodchandra Sheth, Chief Architect Officer at GFT Technologies, shared insights on AI’s transformative role in finance. Here are the top takeaways: 🔹 Machine Learning to Machine Intelligence: AI is evolving from data analysis to actionable intelligence. 🔹 Transparency Challenge: Addressing AI's “black box” is crucial for building trust. 🔹 Real-World Applications: From client personalization to regulatory compliance, AI is reshaping wealth management. 🔹 Future Certifications: AI agents may need certifications for industry standards. #NicsaSummit #AI #WealthManagement #Innovation

Avanzai lets risk managers connect their portfolio, their data/APIs, and quickly build AI agents that provide insights and manage risks. Here's an example of how you can bring in a sample portfolio from Google Finance and view recent market news and performance using AI. Interested in trying out our beta release? Sign up for our waitlist at https://avanz.ai/ #AI #Finance #RiskManagement #PortfolioManagement #FinancialData #MachineLearning #Investment #Fintech #BetaRelease #MarketInsights #ArtificialIntelligence #FinancialTechnology