Posts Tagged ‘Artificial Intelligence in Financial Services’

Data Aggregation and Artificial Intelligence in Financial Services

My last blog highlighted security audits and penetration testing. This final blog of the series discusses security data aggregation and artificial intelligence (AI) implementations in financial services. Should a breach occur, gathering log data from all critical security, network, and endpoint devices is key to a forensic investigation to determine how the firm’s defenses were […]

retirement services

Drive Company-Wide Solutions in Retirement Services with AI

Previously, I analyzed fraud detection and content management methods, with the assistance of artificial intelligence (AI). In my final post of this blog series, I explain the opportunities artificial intelligence provides to retirement services transformations. For many 401(k) plans, passing ADP/ACP testing can be a very difficult and challenging endeavor, and there can be severe […]

fraud detection

Fraud Detection and Content Management Efficiencies with AI

My last blog looked at call center optimization and how artificial intelligence (AI) provides an in-depth look into financial advice. In this blog, I analyze fraud detection and content management methods, with the assistance of AI. Fraud Detection In the online and digital world of financial services, fraud has increased and become harder to detect. […]

call center

Optimize Your Call Center and Financial Advice Methods with AI

Previously, I discussed artificial intelligence (AI) and the benefits it can have when transforming retirement services. In this next post, I look at call center optimization and how AI provides an in-depth look into financial advice. Call Center Optimization Call centers are a necessary evil for financial services organizations, and none feel the pain more […]

retirement services

[Guide] 5 Opportunities to Transform Retirement Services with AI

Financial services back-office processing, particularly in retirement services, has historically been a very labor-intensive and opaque environment. Most organizations have made it a strategic goal to find ways to be more efficient and also to capitalize on the extraordinarily complex data to find trends and insights to better serve their customers. Today, the advanced pattern […]