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Assistive AI: The role of Conversational AI for wealth advisors

Discover how your advisors can benefit from an assistant that provides instant access to relationship-building insights.

An AI advisor like no other

In a wealth management or private banking context, AI has the potential to enhance the expertise and efficiency of experienced advisors when communicating with clients.

Whether for double-checking advice or even offering suggestions, AI can offer a more consistent and personalized experience.

In this 30-min Coffee Break webinar hosted by Hakan Kocabeyoglu, VP of Product at Unblu, we investigate how the AI-enhanced Unblu chatbot can aid advisors to build long-term value.

Webinar breakdown: What to expect

This coffee-break webinar takes 30 minutes where you will find out about:

  • AI impact – Discover how AI can help wealth advisors enhance client communication and drive long-term loyalty
  • Demo – We’ll present a demo of how advisor’s could be assisted through AI.
  • Bonus – Gain a quick overview of the AI customer service use case.
Presented by
Hakan Kocabeyoglu
Hakan Kocabeyoglu EVP Product
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