Whitepaper | Lessons from the data revolution

February 11, 2020 by Kelton Corcoran

Lessons from the data revolution whitepaper by Advicent

About the author

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

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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

Get the whitepaper