Implementation of AI in Financial Planning - PowerPoint PPT Presentation

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Implementation of AI in Financial Planning


AI focuses on a future where machines not only do all of the manual labour, as they have done since the industrial revolution but also the work which requires Intelligence such as planning, strategizing and making decisions. Every year we observe a change in Artificial Intelligence trends that set a standard for the following year. As Artificial Intelligence technologies are expanding, they are becoming crucial for businesses that want to maintain their mark in the competitive world of the Corporate Community. Usually, Financial Advisers meet their clients once or twice every six months, hence the communication is maintained via telephone calls or different communicating software, whereas AI is always ON. Financial technology companies, in recent years, have increased the use of machine-advisory Systems in order to meet their requirement of handling more complex tasks such as tax-loss harvesting and selective investment in order to optimize their business. – PowerPoint PPT presentation

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