Investment Blog

Yes, why not?

But Alas! I can not set up a BLUETOOTH connection between ‘My mind & the AI tool’.

Else, I would have let both of them connect directly to ideate, brainstorm, structure, and proof-read the content. Would have been so much time-saving!

Even the official LinkedIn website page says…” Don’t ask the tool to come up with ideas for you or help you brainstorm“

And also, “Provide specific and detailed information on what you want to write about”

Which means the core time-consuming work needs to be done by me.

Human Interference (HI) aka Human Intelligence (HI) + Artificial Intelligence (AI) have to work together.

In the broader realm of the use of technology in business operations, there are many processes where AI can be helpful. As an example, in the wealth management industry, Robo-Advisors may be able to help in entry-level options where investable money is low.

In other cases, eliminating HI will be difficult. As we experienced at our private wealth management firm, catering to the substantial assets of High-Net-Worth Individuals poses unique challenges that technology tools and automation struggle to address effectively. We do have a tech-enabled platform but use it for specific purposes like onboarding, facilitating transactions in a secured way, portfolio reporting, etc.

So, the core time-consuming work of financial planning & investment management is all done by Human Advisors as we offer personalized/customized services. We will continue to tread on the ‘high-human-touchpoint’ path for the best outcome for our clients. In fact, very happy to do so.

Originally posted on LinkedIn: www.linkedin.com/shivanichopra