News1 min read

How advice firms should navigate the AI journey

Advice firms need to understand which type of AI they are considering before adopting new solutions.

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Summary

What this article covers in 30 seconds

  • Financial advice firms have a growing range of AI solutions available.
  • It is often unclear which type of AI is being promoted.
  • There are two main types of AI to consider.
  • Firms need to identify which type is right for their business.

There are numerous new AI solutions available for financial advice firms, offering a range of choices. However, it is often unclear which type of AI is being promoted and whether it suits a firm’s needs.

There are two main types of AI, and firms need to identify which one is right for their business. Recordsure’s CEO, Joe Norburn, discussed the topic in Money Marketing.

Frequently asked questions

Advice firms face many AI solutions, but it can be unclear which type of AI is being promoted and whether it fits their needs.

There are two main types of AI.

Recordsure’s CEO, Joe Norburn, wrote the linked Money Marketing piece.

Supporting sources

  1. Money Marketing

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