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Chat with the Experts: How AI Is Changing the Wealth Management Industry

May 9, 2023 | 12pm PT / 3pm ET

AI is here. Is your firm ready?

 

Join us for an insightful webinar featuring leaders from TIFIN, Deloitte and Brighton Jones as they discuss the transformative impact of Artificial Intelligence (AI) on the wealth management industry. 

This practical and engaging conversation is tailored for leaders of wealth management firms who want to stay ahead of the game by understanding the pace of change and how AI may affect their business.

During this exclusive webinar, our expert panelists will dive into:

• The fundamentals of AI and its evolution over time

• The emerging ways AI can enhance wealth management processes and client experiences

• How to leverage AI for competitive advantage and business growth

• Generative AI tools and their potential to revolutionize client engagement

• Actionable insights on how to kick-start your firm's AI journey and experimentation

Vasundhara Chetluru
Head of Conversational AI
TIFIN
Vasundhara serves as Head of Conversational AI at Magnifi, leading a team of experts and engineers in creating a co-pilot for self-directed investors using LLMs such as ChatGPT. She has extensive experience in AI and quantitative trading, and has prior experience analyzing vast quantities of data in experimental particle physics.
 
Peyman Pardis
Head of Wealth Management
Deloitte

Peyman is a leader in Deloitte’s Financial Services Transformation Practice, managing key strategic engagements for Deloitte’s clients. He serves clients across different financial services organizations, in both Canada and the US, with a keen focus on Wealth Management. His experience spans large-scale transformation, strategy and design, digital distribution, user research, mergers and acquisition, vendor selection, and back-office optimization.

Val Grasparil
VP of Technology
Brighton Jones
Val serves as VP of Technology at Brighton Jones, where he is responsible for operational and strategic technology initiatives and projects for the organization. Prior to Brighton Jones, Val worked as an Architect in the CX practice for a management consulting firm where he worked in Financial Services working with banks, credit unions, and private equity firms to implement Salesforce and build integrations to core systems.
Ben Pitts
Head of Sales Development & Research
TIFIN Wealth
Ben serves as Head of Sales Development and Research at TIFIN Wealth, where he helps wealth enterprises implement client personalization and business intelligence solutions to grow their business and better their clients' financial lives. Ben was formerly the CEO and Co-Founder at myFinancialAnswers, a FinTech company that aimed to democratize financial planning, later acquired by TIFIN.
 

Register to Attend
 

Sponsored by TIFIN Wealth

About TIFIN Wealth
TIFIN Wealth is your AI partner for organic growth. The platform uses data science and machine learning so you can identify which of your clients and prospects most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each client's needs and wants, and leverage intelligence to ensure you're servicing them as efficiently as possible. Experience a new era of wealth management.
 
Want to learn more? Book a personalized demo with a member of our team.

TIFIN Wealth operates under multiple RIA firms and a Broker Dealer. Please see the individual solution pages for relevant disclosures. TIFIN Clout is not a registered investment adviser and does not offer investment advisory services.