News Press

Digital Reasoning Brings AI To Wealth Management

November 08, 2018


Tom Groenfeldt

Digital Reasoning provides artificial intelligence (AI) tools to detect fraud, improve compliance and monitor internal communications for potential violations of company policy or regulations.

Now it is also being used by wealth managers who want to understand what their clients are thinking, monitor advisors for effectiveness, help advisors allocate their time better, and review calls and complaints to reduce churn.