This multi-billion dollar company is adopting AI for operations

This multi-billion dollar company is adopting AI for operations

Wealth Management AI

Keebeck Wealth Management, a multi-billion dollar management company, has recently updated its operations by incorporating artificial intelligence (AI). This new adoption focuses particularly on managing client interactions in the COVID pandemic era. The AI technology, such as ChatGPT, effectively handles the increased client communication.

This implementation anticipates to enhance client satisfaction and provide quicker response times. In the present world where social distancing is routine, AI-based solutions such as virtual meetings and digital customer service emerge as essential tools. It not only facilitates a more efficient operation but also transforms the user-client interface for all involved parties.

The use of AI has played significant role in data pattern analysis and future trend predictions in the financial market. This in turn enables the wealth management company to make better informed decisions. These advancements are developed with the customer at the core of operations. Keebeck hopes to secure its position in the rapidly evolving digital landscape through this strategic move.

In selecting the suitable technology, Bruce K. Lee’s staff at Keebeck chose a Seattle-based fintech company, Qdeck. Qdeck offers a client relationship management platform which uses machine learning and natural language processing models. It can be utilized on the web or integrated into existing technology. Keebeck’s choice of Qdeck was based on the ease of integration into their existing system, customer service, and ongoing support which the fintech company offers.

Qdeck’s solution allows Keebeck to manage their client relationships by providing quick, personalised responses. The system uses auditable primary sources, giving it a unique edge. Their unique processes have filed patents that breakdown real-time updates and internal data, assisting the decision-making process and keeping clients informed. Qdeck’s unique technology ensures accurate and reliable data feed, adducing an edge that other competitors cannot simply replicate.

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Qdeck Chief Product Officer, Timothy Ireland, expresed confidence in their machine learning models with plans to integrate interfaces like Google’s Gemini and Microsoft’s Copilot in the future. There are progressive enhancements that are being rolled out for optimal performance. The company is devoted to refining the ChatGPT interface and continues to explore an array of revolutionary methodologies for future implementation.

Keebeck is working on a client relationship software that integrates seamlessly with existing software like Moxo and Keebeck’s Ask Keebs app. The firm consistently aligns itself with the emerging technology trends, placing it at the leading edge of digital transformation in the financial services industry. Their use of Moxo and the Ask Keebs app shows their dedication to user-friendly digital tools.

In the coming years, Keebeck expects to roll out more client-advisor platforms in line with their vision of digital financial interactions. Their AI, the ‘digital army’, is slated to aid advisors in providing essential client information. By displaying AI-generated answers in distinct colors, Keebeck plans to meet rising client expectations without significantly increasing costs.


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