Assist, not replace: augmenting relationship managers with AI
Backbase
Watch the full session to learn:
- How agentic AI can transform RM productivity and client service
- The blueprint for safely embedding AI within your RM workflow
- A look at Backbase’s AI-powered Banking Platform for wealth management
Click here to watch the webinar.
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In this 45-minute executive session, we’ll explore how Agentic AI is helping relationship managers operate at a new level of performance, combining human empathy with machine intelligence to scale exceptional client experiences.
Join Tim Rutten and Jules Bordat as they unpack how these innovations are shaping the next era of wealth management, where every RM has an AI copilot, and every client receives the attention they deserve.
Join Tim Rutten and Jules Bordat as they unpack how these innovations are shaping the next era of wealth management, where every RM has an AI copilot, and every client receives the attention they deserve.