In October 2024, finserv industry executives & thought leaders gathered at the Big Sky AI Roundtable in Bozeman, MT to discuss what AI means for advisors and their clients, wealth organizations, and fintech solution providers. Our four presenting sponsors - JIFFY.ai, Greenline Consultants, Fidelity Labs and AXOS Clearing - are availing whitepapers that synopsize their presentations at the event below.
JIFFY.ai's whitepaper "Empowering Advisors and Investors Through AI Solutions" contains the experiences and insights from JIFFY.ai's Co-founder & CEO Babu Sivadesen and Manish Pandey, Senior Vice President of Financial Services. The whitepaper delves into what's at stake for slow adopters of AI/ML, and how finserv companies can get started on an AI strategy.
GreenLine Consultants' whitepaper "The AI Race is On!" offers strategic and tactical insights from Hilda Wong-Doo, Technologist, Product Manager, & Business Strategist, and Mark Guglielmo, Business Strategist and Growth Specialist. This whitepaper is designed for financial services, wealth management firms, and fintechs-whether they are just beginning their AI journey or already scaling for growth.
READ GREENLINE CONSULTANTS WHITEPAPER
Fidelity Labs' whitepaper "Not All AI is Created Equaly & White It Matters" focuses on how AI can change industry outcomes in numerous ways. From understanding a prospect's attributes, potential income, and asset accumulation over time to designing a strategy to make themclients, AI can be a game-changer when harnessed as an organic growth solution. The whitepaper focuses on Fidelity Labs' AI-powered solution, Catchlight.
AXOS Clearing's whitepaper "Data-Drive Creativeity - Using AI/ML and behavioral Science to Accelerate Customer Insights" provides thought-leadership from two organizations, Axos Clearing and Hive Science, on how behavioral science combined with data and AI benefits marketing communication strategies by meeting target clients where they are and when they're ready to make a buying decision.
Digital Wealth News LLC | Bozeman, MT 59715 | USA
