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Wealth Management

Learn how Wealth Management firms are utilizing Quill to automate advisor talking points and client communications

  • The Rise of AI in Financial Services

    The Rise of AI in Financial Services

    Learn about the perceived challenges and opportunities facing the financial services industry as they begin to research and adopt AI technologies.

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  • A Q&A About our New Research Brief: The Rise of AI in Financial Services

    A Q&A About our New Research Brief: The Rise of AI in Financial Services

    Inspired by the publication of our research brief, “The Rise of AI in Financial Services”, we sat down with our Financial Services expert, Director of Product Management, Kim Neuwirth for an AI Q&A.

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  • Building a Wealth of Investment Research Coverage [Financial Services Case Study]

    Building a Wealth of Investment Research Coverage [Financial Services Case Study]

    Find out how a leading financial services company partnered with Narrative Science's Quill to streamline the automation of a high volume of wealth investment insights.

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  • 3 Steps to a Successful Partnership with a Digital Startup

    3 Steps to a Successful Partnership with a Digital Startup

    Learn 3 reasons why today’s partnerships are focusing more on innovative technology that improve the user experience or business process.

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  • Digital Wealth Management: 3 Tips for Improving Client Engagement

    Digital Wealth Management: 3 Tips for Improving Client Engagement

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  • Wealth Management Client Experience: 3 Important Digital Trends To Watch

    Wealth Management Client Experience: 3 Important Digital Trends To Watch

    Learn about three important trends to watch in the client experience space of wealth management, including the rise of automated resources and transparency.

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  • The New Fiduciary Rule: Is Goals-Based Wealth Management Now a Reality?

    The New Fiduciary Rule: Is Goals-Based Wealth Management Now a Reality?

    Will the Department of Labor's new Fiduciary Rule open up the door for goals-based wealth management for individual investors? If technology is involved, the answer is "yes."

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  • Winning in Wealth Management: Top Firms are Focused on Client Engagement

    Winning in Wealth Management: Top Firms are Focused on Client Engagement

    Client engagement is a dominant theme in wealth management in 2016. This post examines why technology and innovation (like advanced NLG) will drive client engagement in the industry.

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  • 5 for FinTech: Predictions for the Year Ahead

    5 for FinTech: Predictions for the Year Ahead

    2016 will prove to be a pivotal year for financial institutions as FinTech innovations hit the mainstream. All players will turn to intelligent systems to augment human expertise and services.

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  • Being a Robo-advisor Client for a Year: The Great, the Good, the Ugly

    Being a Robo-advisor Client for a Year: The Great, the Good, the Ugly

    After being a robo-advisor client for a year, here are a few areas where I think robos have succeeded and failed.

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  • Automating Personalization: Q&A with Zach Gipson, Chief Innovation Officer of USAA

    Automating Personalization: Q&A with Zach Gipson, Chief Innovation Officer of USAA

    Hear from USAA's Chief Innovation Officer about the importance of automating personalization within wealth management.

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  • 3 Reasons Why Investment Advisors Need Narratives (You Too, Robo-Advisors)

    3 Reasons Why Investment Advisors Need Narratives (You Too, Robo-Advisors)

    See how data-driven narratives can benefit the advisor, as they automate manual processes and equip them with personalized information they can readily deliver to their clients.

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  • The Next Frontier in Banking: Big Data and Artificial Intelligence

    The Next Frontier in Banking: Big Data and Artificial Intelligence

    Right now, we are in the midst of a sea change with regard to three types of technologies: big data, data analytics and artificial intelligence (AI).

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  • Financial Services: Quill Portfolio Review, Client Letter

    Financial Services: Quill Portfolio Review, Client Letter

    Quill can write summaries about your clients' goals, progress and risk associated with their retirement and seamlessly help you facilitate customer communications.

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  • Quill Portfolio Review

    Quill Portfolio Review

    Quill Portfolio Review provides custom portfolio and performance reports on demand so financial advisors can better prepare for meetings and clients can better understand investment performance.

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  • USAA: Automating Personalization in Wealth Management4:06

    USAA: Automating Personalization in Wealth Management

    USAA Chief Innovation Officer, Zachary Gipson, discusses innovative technology impacting Wealth Management, specifically USAA's partnership with Narrative Science and their utilization of Quill Portfo

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  • Quill Portfolio Review for Wealth Management2:22

    Quill Portfolio Review for Wealth Management

    Narrative Science Quill automatically generates portfolio reviews - giving financial advisors key discussion points regarding client performance and giving investors custom goal-based communications -

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  • Webinar: The Secret to Automating Personalized Client Service in Wealth Management20:54

    Webinar: The Secret to Automating Personalized Client Service in Wealth Management

    Watch this webinar recording to learn how firms are automating personalization with Quill™, an advanced natural language generation (Advanced NLG) platform, by immediately transforming portfolio and h

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  • Wealth Management Solution Overview

    Wealth Management Solution Overview

    Communicate with your clients in a way that no one else can. Quill™ automates in-depth analysis, insight and foresight, and generates comprehensive reporting for all your needs.

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  • AI Brings Real World Insight to Financial Services

    AI Brings Real World Insight to Financial Services

    Download this white paper to learn how machine-generated narratives improve transparency, competitiveness, and relevance in Financial Services industry.

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