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Digital Reasoning Brings AI To Wealth Management

By Tom Groenfeldt, Forbes

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.

Click here to read the rest of the article on Forbes.