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AI Technology in Wealth Management [electronic resource] : Leveraging Technology to Transform Financial Strategies / by Mahnoosh Mirghaemi, Karen Wendt.

By: Contributor(s): Material type: TextSeries: SpringerBriefs in FinancePublisher: Cham : Springer Nature Switzerland : Imprint: Springer, 2024Edition: 1st ed. 2024Description: XV, 65 p. 4 illus., 2 illus. in color. online resourceContent type:
  • text
Media type:
  • computer
Carrier type:
  • online resource
ISBN:
  • 9783031722233
Subject(s):
Additional physical formats: Printed edition:: No title; Printed edition:: No titleLOC classification:
  • HG176.7
Online resources:
Contents:
-- Introduction to Wealth Management. -- Defining Wealth Management. -- Importance in Modern Financial Landscape. -- Traditional Wealth Management Practices. -- Emergence of AI in Wealth Management. -- How AI is Transforming Wealth Management. -- Data Analytics and Predictive Modeling. -- Automated Investment Platforms. -- Personalization and Customization. -- Enhancing Efficiency and Accuracy. -- Key Differences between Traditional and AI Wealth Management. -- Conclusion: Harnessing the Power of AI in Wealth Management. -- Glossary: Key Terms and Concepts in Wealth Management and AI. -- References: Suggested Readings and Resources.
In: Springer Nature eBookSummary: This book explores AI technology in wealth management, including what it is, how it changes the wealth management and private banking landscape, its advantages, and how it democratizes wealth management. Specifically, this book investigates topics such as Hyper-personalized investment strategies Combined quantitative analysis with sentiment analysis to create prescriptive and predictive scenarios Expandable and transparent AI algorithms in wealth management Customer experience and client engagement Tailored financial content Providing a clear and concise description of how AI driven wealth management differs from traditional investing, asset management, and wealth management offering new opportunities for investing, this book is ideal for students, scholars, researchers and professionals interested in accessible wealth management applications for investing in the 21st century.
Item type: List(s) this item appears in: Titluri cărți electronice Springer Nature 2025 (10631 titluri)
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-- Introduction to Wealth Management. -- Defining Wealth Management. -- Importance in Modern Financial Landscape. -- Traditional Wealth Management Practices. -- Emergence of AI in Wealth Management. -- How AI is Transforming Wealth Management. -- Data Analytics and Predictive Modeling. -- Automated Investment Platforms. -- Personalization and Customization. -- Enhancing Efficiency and Accuracy. -- Key Differences between Traditional and AI Wealth Management. -- Conclusion: Harnessing the Power of AI in Wealth Management. -- Glossary: Key Terms and Concepts in Wealth Management and AI. -- References: Suggested Readings and Resources.

This book explores AI technology in wealth management, including what it is, how it changes the wealth management and private banking landscape, its advantages, and how it democratizes wealth management. Specifically, this book investigates topics such as Hyper-personalized investment strategies Combined quantitative analysis with sentiment analysis to create prescriptive and predictive scenarios Expandable and transparent AI algorithms in wealth management Customer experience and client engagement Tailored financial content Providing a clear and concise description of how AI driven wealth management differs from traditional investing, asset management, and wealth management offering new opportunities for investing, this book is ideal for students, scholars, researchers and professionals interested in accessible wealth management applications for investing in the 21st century.

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Biblioteca Universității "Dunărea de Jos" din Galați