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Next-Gen Operating Models for Bankers and Advisors

Understanding customer needs, preferences and available resources is crucial for the banker or wealth manager guiding clients into their next best financial actions. Artificial intelligence is proving to be an indispensable partner for advisors. How can the next-gen operating model be applied in day-to-day business on clientsโ€™ behalf?
United States Ted Jenkin Avi Goldfarb Ajay Agrawal Miriam Rozen Lily Li

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