During this very enlightening conversation, Qdeck CEO Jag Prakasam and Keebeck Wealth Management CEO and founder Bruce Lee dive deep into the topic of artificial intelligence.
Prakasam offers some great examples of how financial advisors can harness the power of AI to make their practices more efficient, while not losing the personalized touch to help improve client relationships. Additionally, Lee describes how Keebeck Wealth uses AI, the impact it has had on their practice, and some great tips for the implementation process.