How AI Benefits Asset Management Firms: Managing Client Meetings

In asset management, data is all powerful. Without good, reliable data and a convenient way to access and use it, you are at a competitive disadvantage. That’s why it’s critical to get the right technology and processes in place to help you wrangle that data into something you can capitalize on. The videos in this series discuss 6 common areas in which Artificial Intelligence (AI) can change the way asset management firms operate, increasing profitability and giving you that elusive competitive edge. If you haven’t read the other blogs in the series, be sure to go back and read them:

• Part 1: Managing Wholesaler and Retailer Lines of Business
• Part 2: Managing Pipelines and RFPs
• Part 3: Planning Trips

This video discusses how AI can assist wholesalers with effectively planning client meetings.

Wholesalers visiting their clients and prospects either in your offices or on the road need an effective way to plan and prepare for those meetings. They need to plan the meeting, but they also need a reliable way to capture meeting notes to drive action items. Watch this video to learn how AI and machine learning can help you formalize the process without adding red tape, making it more efficient and effective to capture relevant information before, during, and after—even from the road.

Are you getting everything you can out of your meetings?

Wholesalers visiting clients and prospects on the road need an effective way to plan and prepare for those meetings. They need to make sure the agenda is in place, materials are being produced, and the people involved are coordinated. But, there’s more to managing a meeting than planning it.

The primary need is to be able to capture meeting notes and use that information to drive action items. Without this, the meeting often has little value. Typically, most organizations track the logistics of meetings and appointments through Outlook, or maybe Excel, and occasionally, with a CRM system.

With AI and machine learning, the process of meeting with a client or prospect can be significantly enhanced, making it more efficient and effective to capture relevant information before, during, and after the meeting.

AI isn’t about robots and computers taking over the world. Applied with tools like Microsoft Dynamics 365, AI can help you make the most of your and your clients’ precious time. Watch this video to see how artificial intelligence (AI) and machine learning can help you address these challenges, and stay tuned for more videos in this series.