Meeder and Beemo: Revolutionary AI for financial advisors starts!

Meeder and Beemo: Revolutionary AI for financial advisors starts!

Barbican, London, Vereinigtes Königreich - Artificial intelligence (AI) is becoming more and more a game-changer in the financial sector. A fresh highlight is the new partnership between Meeder Advisory Services and the financial advisor as well as AI engineer Ben Olsen, who is known to found the Beemo Automation company. This cooperation aims to support financial consultations with an innovative program based on virtual and on-demand educational content. With this approach, the performance and productivity of financial advisors should be significantly increased. This reports Edtech Innovation Hub

olsen brings an impressive experience to the new cooperation. He started his career in Wealth Management and recognized the inefficiencies in the industry early on. To counteract this, he taught himself to program and switched to the fintech world. His goal with Beemo Automation is to develop modern, AI-based solutions that meet the requirements of the asset management industry. At Beemo Automation, he helps companies to design and implement AI-based automation, which is now the key to increasing efficiency.

Course for summer webinars

In order to draw attention to the new developments in financial advice, Meeder will organize a webinar series entitled "All-in with AI: Actionable Strategies for Financial Advisors", which is presented by Olsen in July and August. The content aims at illuminating the integration of AI into sales and customer service processes and presenting concepts for effective risk management.

Another exciting chapter is the introduction of the RTIH AI in Retail Awards. These awards are awarded for global technological innovations in retail and are particularly celebrating the digital transformation in the retail sector. Different companies that have successfully implemented the use of AI will be awarded on September 3 in London. The intention behind it is clear: showcase companies that have recognized Ki's potential should be recognized and actively implement this in their everyday life. Especially in the context of omnichannel strategies, AI tools offer potential to personalize customer experiences and to optimize stocks.

regulatory challenges and opportunities

The topic of AI is also a hot iron from a regulatory side. The use of AI in banks and fintechs is accompanied by high demands, but the chances that arise from it cannot be dismissed. This is also stated Handelsblatt . The banking industry begins to use AI in diverse areas, from fraud prevention to personalized financial advice to automation of back office processes. Companies like JP Morgan Chase and HSBC are already using KI to analyze transaction data in real time and recognize fraud cases. On the side of the credit risk assessment, companies like Capital One also rely on KI in order to be able to carry out more precise reviews.

But not everything runs smoothly. While many people have tried AI applications like Chatgpt, there are also disappointed users who return to traditional methods. Trust and experience in dealing with AI are crucial to reduce prejudices and to better integrate the technologies.