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Using artificial intelligence to sell mutual funds: 3 phases

from Enterprising Investor

Using artificial intelligence to sell mutual funds: 3 phases Enterprising Investor Finance is in the midst of a revolution. Processes are being digitized. Decisions are becoming increasingly data-driven and approached from the bottom up. Artificial intelligence (AI) is taking care of business while we work from home. The revolution has affected every market, firm, and department — except for product distribution. How financial products are sold to institutional investors has remained curiously static over the past two to three decades. It’s all about relationships. READ MORE

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