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Thursday, February 29, 2024

WealthManagement EDGE Podcast: Generative AI with Cory McCruden


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On this episode of the WealthManagement EDGE Podcast, Informa Wealth Administration’s Nabia Jenkins-Johnston talks with Cory McCruden, managing director of wealth and asset administration at Ernst & Younger, in regards to the transformative potential of generative AI. From content material creation to real-time insights for advisors, Gen AI is reshaping the monetary panorama and it has develop into essential for advisory companies to maintain up with altering know-how.

Particularly, Nabia and Cory talk about:

  • How content material era is revolutionizing the way in which advisors create customized, compliant content material.
  • What real-time, personalised knowledge means for efficient cross-selling alternatives.
  • The power to entry distinctive, compliant photographs that mirror your model.
  • How Gen AI can function a co-pilot for advisors, providing well timed and related data.

Sources:

Join With Nabia Jenkins-Johnston:

Join With Cory McCruden

About Our Visitor:

Cory is chargeable for gross sales, advertising and distribution wealth administration companies at Ernst & Younger LLP and is a thought chief and strategic advisor to CEOs and boards. With greater than 20 years of trade expertise, she is thought for her innovation and distinctive takes on exponential development methods, digital advertising and know-how. She focuses on subsequent finest motion campaigns, gross sales drive transformation, digital property and product improvement, advertising know-how and CRM techniques.

Cory has labored in enterprise capital and was a Yale Ventures Entrepreneur-in-Residence, the place she constructed and suggested fintechs and knowledge companies, from startup to multibillion-dollar valuations.

Cory has two grasp’s levels from Yale College and has handed the Sequence 7 examination, CFA Stage I and II exams, CAIA Stage I examination and the Canadian securities examination. She relies in New York Metropolis.

 

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