Webinar with Practifi: AI in Wealth Management: Balancing Innovation, Efficiency, and Risk
John O’Connell participated in this webinar with Practifi discussing AI in Wealth Management. Watch the webinar replay and explore how firms can identify and responsibly adopt AI tools, understand how AI-generated action items can trigger workflows in CRMs to boost operational efficiency, craft effective acceptable use policies, assess the security risks associated with AI adoption, and implement best practices to train staff in identifying AI-generated threats. Watch the replay now to learn how to harness AI for efficiency while protecting your firm and your clients.
