Enabling the AI-Driven Enterprise

Wealth Management and AI

DataRobot Wealth Management and AI Resource card v2.0

In a rapidly changing marketplace replete with upstart fintechs and the rise of “do-it-yourself” investing, traditional wealth management firms face increasing competition for profitable clients. Wealth managers have a major opportunity to use artificial intelligence (AI) and machine learning to stay competitive, but where should they start?


On this webinar, Dr. Greg Michaelson, General Manager of Banking for DataRobot, will walk through five applications of AI that are proven to increase revenue, improve operating efficiency, and greatly enhance risk management.

See ways in which AI can give you an upper hand, including:

  • Identifying which customers are likely to become profitable
  • Augmenting your ability to recommend an individualized plan
  • Building customized liquidity forecasts on a client-by-client basis
  • Identifying at-risk trades before they clog up the system


Dr. Greg Michaelson
Dr. Greg Michaelson
DataRobot General Manager of Customer Success