What Does ChatGPT Mean for Your Advisory Firm?

Modern advisors know that the latest tech innovations in the headlines can often be applied to their firm, but keeping up with these new tools and their potential applications in the finance industry can present a big challenge.

To begin with, there are a host of (relatively) well-understood advisor technology offerings undergoing rapid improvement and innovation, including turnkey asset management platforms and automated documentation and compliance support solutions. Smarter financial planning software continues to advance, too.

Then there are the cutting-edge developments in the realm of generative artificial intelligence and blockchain distributed ledgers, not to mention the ever-evolving world of social media and digital client communications.

The rapid pace of innovation raises many questions for advisor industry leaders. With the potential benefits of artificial intelligence and other fintech tools, how can financial advisors best introduce new capabilities to their practices and clients?

To answer this question and many others, ThinkAdvisor will be presenting a special webcast on Aug. 1, during which a panel of respected industry experts will take a deep dive into the innovations on the horizon, and how advisors can get up to speed on what these mean for their workflows, systems and overall operations.