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AI Technology in Wealth Management

Leveraging Technology to Transform Financial Strategies

Karen Wendt, Mahnoosh Mirghaemi

PDF
ca. 48,14

Springer Nature Switzerland img Link Publisher

Sozialwissenschaften, Recht, Wirtschaft / Betriebswirtschaft

Beschreibung

This book explores AI technology in wealth management, including what it is, how it changes the wealth management and private banking landscape, its advantages, and how it democratizes wealth management. Specifically, this book investigates topics such as

  • Hyper-personalized investment strategies
  • Combined quantitative analysis with sentiment analysis to create prescriptive and predictive scenarios
  • Expandable and transparent AI algorithms in wealth management
  • Customer experience and client engagement
  • Tailored financial content

Providing a clear and concise description of how AI driven wealth management differs from traditional investing, asset management, and wealth management offering new opportunities for investing, this book is ideal for students, scholars, researchers and professionals interested in accessible wealth management applications for investing in the 21st century.

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Schlagwörter

Modern financial landscape, Data analytics in wealth management, Democratization of wealth management, Personalized investment strategies, Automated investment platforms, Predictive financial modeling