In her latest column for Money Marketing, Cathi Harrison looks at a challenge many advice firms will recognise: trying to keep pace with AI.
In the same week, AI leaders called for development to slow down, that call met political pushback, and Claude for Advisors launched in the US. Cathi reflects on just how quickly things are moving.
She describes the reality for firms. By the time you've reviewed the options, tested the tools, worked out the time savings and costs, trained the team and rolled everything out, the market has already moved on. Being at the "cutting edge" is a moving target, not a finish line.
Cathi is the Founder and CEO at Verve, with a background in finance and special interests in AI, championing female leadership, and diversity in financial services.
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