Benefits of AI for Asset Management Firms: Managing Client Meetings

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Using AI to Manage Client Meetings

If you work in asset management, you already know just how important data is for the success of your firm. In order to stay competitive, your business needs access to reliable and informative data sets, harnessed by the appropriate technology. When it comes to data-focused tech, Artificial Intelligence (AI) is capable of giving your business a significant competitive advantage. In this video series, we look at 6 areas where AI can improve your asset management firm’s profitability and streamline your operations. If you haven’t taken a look at the other videos and blogs in this series, we recommend that you go back and view them:



In the video below, we discuss how to successfully plan client meetings with the use of AI.


Whether a wholesaler is meeting with a client in one of your offices or out on the road, they need an efficient way to prepare ahead of time. They also need to be able to plan the meeting itself, as well as take down notes regarding actionable items during the meeting. Check out this video to learn more about how machine learning and AI can streamline this process, increasing both the effectiveness and efficiency of your wholesalers’ client meetings -- both in the office and out on the road.


More Effective and Efficient Client Meetings with AI

When wholesalers meet with prospects or existing clients -- whether it’s in the office or out on the road -- they need the right tools to plan and coordinate these meetings ahead of time with the right people. Without the right agenda and materials, a meeting is bound to underdeliver.


But, of course, meetings are about more than just planning. It’s also important to record relevant information during a meeting, particularly actionable items. Without the right action items, a meeting can feel like a waste of time and resources. More often than not, organizations use software solutions such as Outlook or Excel to track and record information from meetings. Occasionally, organizations will also rely on CRM solutions as well, such as Microsoft Dynamics CRM.


Thanks to the power of machine learning and AI, client and prospect meetings can result in even better outcomes. Not only can AI increase effectiveness when planning and coordinating meetings, but it can also assist with information capture during a meeting--freeing up the wholesaler to do what they do best: focus on the prospect or client.


Think AI is a tool of the distant future? Think again. The power of AI can be harnessed by your business right now. With the AI features in software solutions like Microsoft Dynamics 365 CRM, you’ll be able to maximize both your and your clients’ time. Take a look at this video to learn more about how AI and machine learning can work for your business, and keep an eye out for future videos.


AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!

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