VIDEO

Co-founder and CEO at VRGL, Josh Smith, participated in the inaugural AI & Automation Summit on July 12th with Pulse360, FP Alpha, and Redtail. In addition to a panel discussion exploring the distinctions between technologies like generative AI, machine learning and robotic process automation, the summit took attendees on a prospect journey facilitated by AI-powered tools currently available from the participating companies.

"From first contact to follow-up client communication, the audience saw how an advisor armed with these tools can deliver increased functionality without adding more hours to their day," wrote Justin L. Mack in an article for Financial Planning. To catch up on some of the most important takeaways from the summit including AI security, implementation and innovation in wealth management read Mack's full article titled, "Wealthtech experts say advisors who don't embrace AI now are 'crazy'".