AI Applications: Wealth and Asset Management

Wealth and asset management firms increasingly rely on AI and ML systems to support their operations and make their services more efficient and effective. Technological tools can help wealth managers lower their client acquisition and servicing costs and improve their ability to provide personalized portfolios. They can also help asset managers with asset selection, portfolio optimization, and other core functions. This course provides a high-level overview of the role that AI can play in wealth and asset management.