Artificial Intelligence in Client Acquisition: Transforming Practice and Client Management
Thursday, 3 October 2024, 14:13
AI Tools Transforming Client Acquisition
Recent findings from a Schwab Advisor Survey reveal that artificial intelligence is increasingly used for client acquisition and practice management. While the technology is gradually being adopted, most of its implementation occurs in backend operations, enhancing efficiency away from client interactions.
Back-Office Efficiency with AI
- AI tools streamline operations
- Enhance data analysis for better insights
- Facilitate client management through automation
With growing concerns over client management, firms are prioritizing AI investments to optimize workflow and ensure enhanced client acquisition processes.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.