AI Technology in Wealth Management

Leveraging Technology to Transform Financial Strategies

By: Mahnoosh Mirghaemi, Karen Wendt

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Paperback | 7 December 2024

At a Glance

Paperback
84 Pages

Dimensions(cm)
23.39 x 15.6 x 0.43

Paperback

$90.57

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This book explores AI technology in wealth management, including what it is, how it changes the wealth management and private banking landscape, its advantages, and how it democratizes wealth management. Specifically, this book investigates topics such as

Hyper-personalized investment strategies
Combined quantitative analysis with sentiment analysis to create prescriptive and predictive scenarios
Expandable and transparent AI algorithms in wealth management
Customer experience and client engagement
Tailored financial content

Providing a clear and concise description of how AI driven wealth management differs from traditional investing, asset management, and wealth management offering new opportunities for investing, this book is ideal for students, scholars, researchers and professionals interested in accessible wealth management applications for investing in the 21st century.

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