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Joe Teno

Director - Wealth Management Consulting
NTT DATA
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19 Sep 2023
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Followed by John Sims, Martha Boyle and 5 others you follow
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Joe Teno

Generative AI and The Evolution of Wealth Management for the Digital Native Cohort

Traditional wealth management is, and was, deeply rooted in personal relationships and high-touch services. Advisors and clients often meet face-to-face, building trust over time through personalized advice and meticulous service. This model, while effective for previous generations, is now being challenged as we enter the greatest wealth transfer ...

03 October 2024 /ai /wealth Artificial Intelligence and Financial Services

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  • wealth management

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