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Generative AI has the potential to revolutionize wealth management. From data capture to content generation to automated workflows, generative AI enables firms to deliver customized solutions at an unprecedented scale. In this executive summary, a panel of experts in the application of generative AI share their thoughts on integrating AI into wealth management.

Key relationships:

• How wealth management professionals can use generative AI for customized client solutions
• What ensures data integrity and regulatory compliance during data acquisition
• How GenAI generates personalized communication and financial insights
• What role does workflow automation play in enhancing strategic activities for advisors?

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