Out & About Communications’ Post

How does AI amplify the human element of financial advice? 💭 Join us at the Tech for Growth summit at RIA Edge West is Jason M. Pereira from Woodgate Financial Inc. and Brian Portnoy, CFA from Shaping Wealth! In this session on augmented reality, attendees can expect to walk away with a greater understanding of how AI’s strengths and limitations create the opportunity for more effective and valuable client-to-advisor relationships. Save your spot now to avoid missing out! >> http://spr.ly/6048Y8C08 #RIAEdgeWest #technology #AI

How does AI amplify the human element of financial advice? 💭 Join us at the Tech for Growth summit at RIA Edge West is Jason M. Pereira from Woodgate Financial Inc. and Brian Portnoy, CFA from Shaping Wealth! In this session on augmented reality, attendees can expect to walk away with a greater understanding of how AI’s strengths and limitations create the opportunity for more effective and valuable client-to-advisor relationships. Save your spot now to avoid missing out! >> http://spr.ly/6047Y8hHf #RIAEdgeWest #technology #AI

Macro-economic, geopolitical, and regulatory uncertainty has businesses looking for the finance teams to do more. Explore five pivotal AI trends reshaping enterprise finance. Learn all 5 trends here: https://ow.ly/gABf50SSnKk #TakeFinanceFurther #AIDrivenFinance #FutureOfFinance

Ditch the busy work, and embrace the breakthroughs. I always tell my clients that if they hate something in their workflow, delegate it to an expert in that field. This lets you focus on connecting with your prospects, rather than drowning in your workflow. Luckily AI tools exist to assist you today; here are some of the best AI tools for Financial Advisors! #EmpoweredAdvisor #WorkSmartNotHard #fyp

Ditch the busy work, and embrace the breakthroughs. I always tell my clients that if they hate something in their workflow, delegate it to an expert in that field. This lets you focus on connecting with your prospects, rather than drowning in your workflow. Luckily AI tools exist to assist you today; here are some of the best AI tools for Financial Advisors! #EmpoweredAdvisor #WorkSmartNotHard #fyp

Macro-economic, geopolitical, and regulatory uncertainty has businesses looking for the finance teams to do more. Explore five pivotal AI trends reshaping enterprise finance. Learn all 5 trends here: https://ow.ly/gABf50SSnKk #TakeFinanceFurther #AIDrivenFinance #FutureOfFinance

AI is already making a significant impact in wealth management, as advisors realize the power of AI-driven efficiency in their day-to-day work of delivering results for clients. Speaking with InvestmentNews's Josh Welsh, our president and co-founder Gabe Rissman says, ultimately, the industry will move toward a more integrated approach with AI tools stating, “What you’ll be seeing in the industry is kind of a consolidation of all the AI tools. I think that’s what advisors want: a one-stop shop, to be able to take advantage of all these time efficiencies.” Read more of Gabe’s perspective on AI here: https://lnkd.in/e8RwXFvd #WealthManagement #RIAs #FinancialAdvisors #AI

🚨 Just a Few Hours Until Showtime! 🚨 Join us for the LIVE episode of The Digital Advisor Weekly—"The Truth About Financial Advisors vs. AI in 2025!" happening shortly! Curious about how AI will impact your role as a financial advisor? Don’t miss this chance to gain valuable insights and learn strategies to stay competitive in the evolving landscape. 👉 Click here to join us today! https://lnkd.in/eddsrhaA Let’s face the future together—make sure AI works for you! 🌟 #FinancialAdvisors #AIFinance #DigitalAdvisor #LiveWebinar #FutureOfFinance

Technology is constantly reshaping the transaction diligence landscape. By harnessing the power of AI and advanced analytics, we're able to delve deeper, ask more insightful questions and uncover valuable insights that were once out of reach. Are you ready to embrace the power of technology to stay ahead of today’s dynamic business landscape? Learn more: https://go.ey.com/3jBo4rx #dataanalytics #dealadvisory #transactiondiligence

Read how artificial intelligence can help your business capitalize on a more efficient operation in the second of our two-part series focused on technology’s impact on finance. https://lnkd.in/grBez7eM #ingrammicro #xvantage #ingrammicrofinancialsolutions #artificialintelligence #generativeAI #ITindustry #ITautomation