Don’t be, says Jason Pereira, a longtime financial professional.
He says generative AI tools are already making financial professionals more capable and efficient by helping with tasks ranging from drafting engaging reports to spotting action items from meetings. These and other capabilities can give them more time and headspace to focus on client relationships.
Forbes Research’s AI Survey found that 68% of C-suite leaders in the financial services sector use, or plan to use, AI to help enhance customer experiences.
Athene, a leading retirement services provider, partnered with Forbes to help financial professionals understand how generative AI can enhance their roles.
We interviewed Pereira, a partner and financial professional at Woodgate Financial, who expects AI features to eventually appear in most software used by financial
professionals and “disappear into the background,” becoming part of the everyday workplace in the same way as the internet.
Read on to discover:What an AI-enhanced day in the life of a financial professional looks like.An essential checklist for responsible AI use, based on insights from Athene’s chief technology officer.
By Richard Sine | Illustrations By Blind Salida