The strongest AI strategies start by asking the right questions – not just about the tools, but about the people, the adoption journey, and the measurable impact they’re designed to deliver.| Asset & Wealth Management - Alpha FMC
Asset and wealth management client teams have been stuck using CRM the same way for a decade, creating significant hurdles to unlocking its full potential. Tedious data entry, inefficient workflows, and the struggle to extract actionable insights hinder productivity and the client experience. These challenges lead to missed opportunities and avoidable redemptions. Embedding an AI assistant into CRM delivers a step change in the user experience by effortlessly connecting users to information a...| Asset & Wealth Management - Alpha FMC
