Financial Markets
How high-tech AI can help spark an influx of new investors
Growth depends on the right message As an asset management company, WisdomTree is in the business of designing and distributing investment products. To sell our products, we work through intermediaries—financial advisors, retail wealth platforms and institutional investors—rather than selling directly to consumers. Though this model works great from a distribution efficiency perspective, it comes with […]
How AI chatbot technology can help boost service
What makes a financial services organization a good bet for a customer? To start, customers look for a successful track record, a commitment to fiduciary duties and low fees. But they also value responsiveness. When customers have a question, they want a prompt answer. They want a company devoted to providing convenient, personalized customer experience. […]
How to succeed as an AI and blockchain startup
If you haven’t met Sia, perhaps you should get to know her. Sia is a digital AI assistant who helps make sense of the deluge of unstructured data. My company, Opentopic, a 25-employee startup, developed Sia for people who work in the financial services industry. Powered by IBM Watson and blockchain, purple-haired Sia won’t tell […]
Coalesce makes AI easy and fast for business
Why Watson? Well there’s a funny story there. I’m a technophile. My family avidly watched the Jeopardy! contest with IBM Watson years ago—my son and I were rooting for the computer and my daughter was rooting for the human. My son was 14 and very much into science and technology—a good computer geek, if you […]