Portfolio Management purple - icon

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets


Using ChatGPT to GSD

Wealth Management Use Cases for Leveraging Generative AI

Raj Madan

CIO @ AdvisorEngine
Scroll Down

With the rise of ChatGPT and conversational AI in the last year alone, we’ve seen how this technology has the potential to create highly sophisticated and human-like conversational agents that can automate and streamline customer service, support, and other client experience tasks.

So what can we expect generative AI to bring to the future of wealth management? Join Raj Madan, CIO at AdvisorEngine as he discusses the ramifications of this quickly evolving technology trend, along with three potential use cases that advisors could use to improve efficiency and GSD (Get Stuff Done).

Watch on demand

  • days
  • Hours
  • Minutes
  • Seconds