Whitepaper | Lessons from the data revolution

How AI is shaping the future of financial planning

In today’s digital age, advisors are competing with much more than just the firm down the block. By leveraging innovations in planning technology and embracing opportunities created by AI, advisors can do far more, with far less.

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 artificial intelligence produces planning opportunities for advisors

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79 percent of Millennials prefer to build their plans with a combination of automation and a human advisor