Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

  • To what degree can you use client data for products and services?
  • What’s too much?
  • Building fruitful relationships with clients to strengthen trust
  • Critical data purity to allow clear communication and engagement
  • The impact of AI on consumer expectations: demanding quick and clear communication in a limited timeframe.
  • Using customer data in training and testing models vs synthetic data