Using AI to Deepen Advisor-Client Relationships at Scale
As AI becomes more embedded in wealth management, advisors are looking for ways to use it without weakening the relationships at the center of financial advice. Lina Ismail and Mike Lynds of Prospera AI discuss how AI can help advisors capture more context from client interactions, recognize important cues and deliver more personalized guidance across a broader client base. They also explore how technology can help advisors deepen relationships across generations while preserving trust as a distinctly human advantage.
