[Webinar] AI Solutions for Investment Advisors: Choose the Best Fit for Your Investment Process

Investment advisors are facing an ever-evolving landscape of solutions and technologies, with AI quickly becoming a crucial component of their investment process. However, with so many options available in the market, selecting the right platform can be overwhelming.
In this webinar, we discuss the importance of AI in the investment advisor's process and explore the current tools and technologies available in the market. We will also provide insights on how investment advisors can select the appropriate solution that aligns with their investment process and style.
We will cover the following topics:
- Why AI is important for investment advisors and how it can benefit their clients
- Overview of the current AI solutions and technologies in the market
- Factors to consider when choosing an AI platform for investment advisors
- Case studies of successful implementation of AI tools by investment advisors
- Tips for getting started on your AI journey
Speaker's Bio:
Josh Farruggio is a Director of Sales at Boosted.ai, responsible for business development in the Canadian Investment Advisor market. With almost a decade of experience in the financial services industry, Josh has held various business development positions in Asset Management and Investment Research, focusing on mutual funds and equities, and specializing in responsible investing. Prior to joining Boosted.ai, Josh worked at Brandes Investment Partners, Aviso Wealth and Morningstar. He holds a Bachelor of Commerce degree from York University and was also a contributor to The Globe and Mail.