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.

DataRobot Wealth Management and AI Resource card v2.0

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

DataRobot General Manager of Customer Success

  • DataRobot's platform makes my work exciting, my job fun, and the results more accurate and timely – it's almost like magic!
    Omair Tariq

    Data Analyst, Symphony Post Acute Network

  • I think we need to take it upon ourselves in the industry to build the predictive models that understand what the needs and wants of our customers are, and go through the whole curation process, become their concierge.
    Oliver Rees

    General Manager – Torque Data at Virgin Australia

  • At LendingTree, we recognize that data is at the core of our business strategy to deliver an exceptional, personalized customer experience. DataRobot transforms the economics of extracting value from this resource.
    Akshay Tandon
    Akshay Tandon

    VP of Strategy Analytics, LendingTree

  • DataRobot allows us to understand the data that’s being fed into our models without blindly feeding whatever we get into our system. DataRobot makes my team very effective.
    Deena Narayanaswamy
    Deena Narayanaswamy

    Head of Data Insights, Avant

  • We know part of the science and the heavy lifting are intrinsic to the DataRobot technology. Prior to working with DataRobot, the modeling process was more hands-on. Now, the platform has optimized and automated many of the steps, while still leaving us in full control. Without DataRobot, we would need to add two full-time staffers to replace what DataRobot delivers.