Analysing AI’s Impact on Financial Advice, Part 2

My previous post in this series looked at AI’s pivotal role in automating various tasks and functions in #financialadvice, particularly regarding back-end processes such as reconciliation, invoice processing, fund accounting, and compliance management. However, the ongoing hype and innovations that continue to impact industries everywhere stem from…

Generative and Customer-Facing AI

Chatbots have become commonplace across websites, social media, or messaging platforms to help businesses handle customer queries, schedule appointments, and respond to commonly asked questions.

Other generative functions can be as simple as various bots and extensions that help save time. For example, Copy.ai quickly generates marketing copy, while Brearly.ai is helpful for summarising articles. Users can highlight a sentence in any search result, and the bot will generate an article on that subject.