Chief Operating Officer Matt Ran recently spoke with Action! Magazine on how Artificial Intelligence is changing the way advisory firms do business, from the back office to operations, services and the way we communicate with clients.
RIAs are already using ChatGPT to write marketing material, business proposals, client emails, blogs, newsletters and social media posts. “It’s like using a ghostwriter,” says Ran, who also uses ChatGPT as an “idea generator” for the firm’s content.