Leveraging AI to Transform Client and Prospect Communication
As asset management faces rising costs, narrowing margins, and increased competition, leveraging artificial intelligence (AI) is key to achieving efficiency and delivering superior service to an increasingly demanding client base.
This webinar explores how AI is reshaping communication between managers and clients, especially in alternative and private asset management, where delivering direct, differentiated insights is crucial. AI not only reduces costs and enhances efficiency but also drives growth and improves ROI. However, to be effective, AI tools must be tailored to the unique terminology and processes of asset management.
We will discuss the potential of AI in improving client communication, the importance of domain-specific solutions, and the value of implementing AI for faster, more accurate, and consistent responses.
Key topics include:
- Streamlining manual, error-prone processes
- Delivering higher-quality, timely responses
- The necessity of industry-specific AI solutions
- Enhancing communication with actionable client insights
Panelist:
- Brian Walter, Co-Founder and Managing Partner, Fairbridge Asset Management
- Chris Erickson, Former CFO, Jackson Square
- Eric Hoerdemann, Head of Business Development, CENTRL
Moderator:
- Michelle Noyes, Head of Americas, AIMA