Top 3 AI Uses For Financial Advisors Flagged In Report: Financial Planner Says Beware, Technology Is No Cure-All
Top 3 AI Uses For Financial Advisors Flagged In Report: Financial Planner Says Beware, Technology Is No Cure-All
報告指出，金融顧問應警惕人工智能在金融規劃領域的前三大用途，科技並非萬能藥。
Artificial intelligence may be a useful tool for financial advisors, but it will not solve their every problem.
人工智能可能是金融顧問的一個有用工具，但它不會解決他們的所有問題。
There are three ways that financial advisors can use AI to their utmost benefit, AssetMark and Wealthmanagement.com say in a report: optimizing lead generation, segmenting the market and improving client communication.
資產馬克和财富管理網站在一份報告中表示，金融顧問可以通過人工智能以最大程度地受益的三種方式：優化潛在客戶生成，分割市場和改進客戶溝通。
Lead Generation
引導生成
AI tools have proven to increase lead generation by as much as 50% and lower costs by as much as 60%, the report said.
報告稱，人工智能工具已被證明可以將潛在客戶生成提高50%，並將成本降低60%。
"AI tools can build profiles based on names, publicly available data, and data from third-party vendors," the report stated.
報告指出：「人工智能工具可以根據姓名、公開數據和第三方供應商的數據構建檔案。」
"These profiles can be compared to...
「這些檔案可...
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