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Citi is betting on AI in its wealth unit, but a memory problem remains
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Citi is betting on AI in its wealth unit, but a memory problem remains

Business Insider·Alice Tecotzky·about 1 month ago
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From Business Insider: Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

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Marketing for Financial Advisors: Harness Data, Drill Deep into a Niche -- and Thrive
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Marketing for Financial Advisors: Harness Data, Drill Deep into a Niche -- and Thrive

Knowledge at Wharton·@HashtagPLUS·about 1 month ago
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Financial advisors face difficult challenges given the global economic and financial crisis. Yet advisors can not only survive the downturn, but also thrive during it, according to the authors of a new book, Marketing for Financial Advisors: Build Your…

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