Summary of Thomas H. Davenport & Steven M. Miller's Working with AI

Please note: This is a companion version & not the original book.

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#1 FAs are using a new technology, called Next Best Action, to improve their services and provide better outcomes for their clients.

#2 FAs are using a new technology called Next Best Action to improve their services and provide better outcomes for their clients.

#3 FAs are using a new technology called Next Best Action to improve their services and provide better outcomes for their clients.

#4 The best financial advisors of the future will have the best personal relationships and the best data-driven advice.

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