New Technology Can Help Advisors Succeed
Libretto Team
This video was originally produced by and published in Wealth Management.
Emerging technologies can help financial advisors deliver more sophisticated, personalized advice at scale, says Jorge Tarraso, Head of Client Experience at Libretto.
Here, Tarraso discusses how tools like AI-powered onboarding allow advisors to upload client documents and quickly generate draft strategies. Meanwhile other tools, such as AI strategy assistants, can help refine plans, identify gaps, and surface actionable insights.
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