Rachel Witkowski, Shane Cummings, Rianka R. Dorsainvil and Erik Allison spoke at ADVISE AI.
AI-based tools advisors actually use — and like — in their practices
With tech tools proliferating at lightning speed, how can financial advisors keep up while making the best tech choices for themselves and their firms?
And what tools are they putting to work right now?
FInancial Planning's tech and AI reporter Rachel WItkowski moderated a panel that explored those questions with three financial advisors: Rianka R. Dorsainvil, founder and senior wealth advisor at YGC Wealth; Shane Cummings, wealth advisor and director of technology and cybersecurity at Halbert Hargrove Global Advisors; and Erik Allison, wealth advisor at EAWealth.ai.
Dorsainvil cited Jump, Vega Minds and FP Alpha as three of her most-used tools that help boost her practice productivity and deliver an elevated client experience, while Allison praised AdvisorX AI's ability to help him surmount writer's block and get creative on connecting with clients via unique communications.
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