Enhance Client Delivery with Artificial Intelligence: Panel

Emilia David
@miyadavid
10 May 2017

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Artificial intelligence (AI) and automation can bring more value to financial services as they look for ways to make the client experience more efficient and allow advisors to devote time to other tasks, said speakers on a panel at the Sifma Ops conference in Boca Raton, Fla.

Maggie Serravalli, executive vice president for client experience at Fidelity Investments, said during a panel that her organization is taking small steps to use artificial intelligence to add more value to services for

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