Vise

“When companies shift from a traditional to a digitally enabled wealth management model, returns to scale can be up to 35% higher due to lower variable costs in a digitally enabled model.” - Bain Learn how integrating AI can help grow your book of business by joining our webinar at 12:30 pm.

In today's world, technology is becoming the foundation for success. Financial service providers must evolve to function like tech companies to remain competitive. They need to meet their customers' personalization needs, utilize artificial intelligence, and improve their operational efficiency. According to McKinsey, this shift is crucial for financial service providers to succeed in the long run. To learn more about how you can integrate AI and technology solutions to expand your business, we invite you to join us for a webinar with VettaFi on Monday. This webinar will provide valuable insights into how you can leverage technology to build a bigger book of business while maintaining and managing hundreds of portfolios.

Through technology like AI, financial advisors can now handle non-revenue-generating, time-intensive tasks easily, paving the way for increased revenue, efficiency, and productivity. With AI streamlining back-of-office tasks and decreasing operating expenses, wealth management firms have an opportunity to grow and scale their practices. Join the experts at Vise on Monday, March 25th at 12:30 p.m. ET to learn about how you can integrate AI and tech solutions to help build a bigger book of business while maintaining and managing hundreds of portfolios.  #AI #WealthManagement #ViseEvent #ViseIntelligence

Working with Dimple Anderson is working with the best in the business! If you're passionate about compliance and want to change the world of asset management, you should apply below:

Recent insights from Accenture reveal that 83% of financial advisors recognize the significant role of AI in transforming client relationships. This evolution in the industry isn't just about technology — it's about strategically enhancing the way we work. Our upcoming webinar is designed specifically for advisors, focusing on practical, actionable strategies to integrate AI seamlessly into their practice. Register now to be part of this collaborative learning experience.

In honor of Charlie Munger, a man whose wisdom transcended time: "Spend each day trying to be a little wiser than you were when you woke up." We mourn the loss of a true legend. His wisdom will continue to inspire and guide us. Rest in peace, Charlie Munger. Your legacy lives on in the invaluable lessons you've left behind.

Hear Runik's insights on AI in wealth management from his NYSE FloorTalk interview. Don't miss our webinar to dive deeper into AI's impact on your practice. Reserve your spot today! https://lnkd.in/d7cvNXeR

In a world where chatbots and AI-driven tools are becoming the standard, the role of financial advisors is rapidly evolving. With AI potentially automating traditional wealth management roles, the question arises: could AI replace financial advisors? At Vise, we don’t think so. The real threat advisors face is losing business to competitors who have mastered using AI to optimize their operations, scale their business, and deliver better client outcomes. Join our upcoming webinar to learn about: ∙ How AI is reshaping the wealth management industry ∙ Large language models and the risks associated with them ∙ How Vise is using AI to forge deeper client connections—and how you can, too What you will walk away with: ∙Insights into how AI can streamline your workflows, freeing up time that you can invest back into your business and clients ∙How data-driven AI tools can augment your decision-making process, giving you a competitive edge ∙Example prompts for your chat-based AI tool (e.g., ChatGPT, Bard, etc.) Who should attend: ∙ Wealth management professionals eager to understand AI ∙ Financial advisors looking to future-proof their practice ∙ Fintech innovators and thought leaders Transform your practice, enhance your client relationships, and secure your place in the future of wealth management. Join us on December 5th. #AI #WealthManagement #ViseEvent #ViseIntelligence

Vise President Runik Mehrotra and Andy Waisburd, Head of Investment Solutions, discuss how Vise is merging investing and technology in a seamless experience for financial advisors. #NYSEFloorTalk with Judy Khan Shaw