AI Technology in Wealth Management

ebook Leveraging Technology to Transform Financial Strategies · SpringerBriefs in Finance

By Mahnoosh Mirghaemi

cover image of AI Technology in Wealth Management

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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.

    AI Technology in Wealth Management