Most AI innovations in wealth management focus on finding efficiencies and accelerations of mechanical workflow processes, such as with CRMs, notetakers, planning tools, and portfolio management systems. However, much of success or failure in financial planning stems from behavioral factors related to trust, clarity, confidence, emotion, decision-making, judgment, and more. How then does AI impact the human side of advice? This panel explores advances in the mutually reinforcing dynamic between applied behavioral finance and AI technologies which are increasingly sophisticated and empathetic in their application. How AI influences the value of human capital--including hiring, training, and coaching--will be a central topic of discussion.
