According to digital knowledge management (DKM) platform Yext, this will help the bank’s staff enhance prospecting success.
“Artificial intelligence (AI) powered services have transformed the way people search for financial services, making it vital for financial advisors to provide direct answers everywhere consumers are looking,” says Howard Lerman, founder and CEO of Yext.
“A sophisticated digital presence is an absolutely critical component of a potential clients’ shopping process,” adds Naureen Hassan, chief digital officer for Morgan Stanley Wealth Management.
