1. Articles from thinkadvisor.com

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    1. Why IBM’s Watson Regtech May Not Be Right for Advisors

      Why IBM’s Watson Regtech May Not Be Right for Advisors

      Why IBM’s Watson Regtech May Not Be Right for Advisors By Danielle Andrus June 16, 2017 ‘Domain-specific’ platforms will be more useful to advisors than those that are ‘industry agnostic’ Technology powerhouse IBM released its AI-powered compliance software, Watson Financial Services , on Wednesday, but prior to that, Chicago-based Ascent rolled out its own AI solution to help advisors meet their compliance obligations.

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      Mentions: IBM
    2. Salesforce Announces AI-Driven Enhancement for CRM

      Salesforce Announces AI-Driven Enhancement for CRM

      Salesforce Announces AI-Driven Enhancement for CRM Salesforce’s targeted CRM for financial services firms has new artificial intelligence, natural language processing capabilities Salesforce announced on Tuesday that it is enhancing its Financial Services Cloud platform with an artificial intelligence component called Einstein, which uses natural language processing and machine learning to determine the health of an advisor’s relationship with a client and suggest steps the advisor might need to take with that client. Salesforce launched its Financial Services Cloud platform about a year ago, Rohit Mahna, senior vice president and general manager of financial services for Salesforce, told ThinkAdvisor ...

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    3. Novel Messaging App May Help Hook Millennial Clients

      Novel Messaging App May Help Hook Millennial Clients

      Novel Messaging App May Help Hook Millennial Clients By Danielle Andrus October 14, 2016 With $3 million in seed funding, Tribe launches new features to enhance communication platform A new app could have implications for advisors’ client communication strategies, particularly their millennial clients. Tribe is a video messaging app that allows users to record a 15-second video and send it to other users.

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    1-3 of 3
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