Whitepaper | Lessons from the data revolution

How AI is shaping the future of financial planning

Think back to the year 2000. Smartphones were non-existent. Social media consisted of AOL and Yahoo! messaging services.

In the 20 years that followed, our technological capabilities have completely transformed. Data, analytics, and artificial intelligence (AI) change the way we interact with nearly every aspect of daily life. As the pace of digital growth continues to accelerate, data will drive efficiencies and deliver more value to consumers. In financial services, advisors can open doors and identify selling opportunities with less effort and time than ever before.

In this whitepaper, you will learn:

  • How data has shaped the consumer experience and consumer expectations
  • How robo-advisors fueled the rise of digital banking
  • How AI creates planning opportunities for advisors and how to take advantage of them

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Though robo-advisors are growing, 79 percent of Millennials prefer to build their plans with a combination of automation and a human advisor