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

November 11, 2015

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 holdings data into something useful - a narrative.

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Video: Quill for Anti-Money Laundering
Video: Quill for Anti-Money Laundering

Learn how Quill generates automated AML reports to ensure consistency, accuracy, and transparency at scale.

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USAA: Automating Personalization in Wealth Management
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USAA Chief Innovation Officer, Zachary Gipson, discusses innovative technology impacting Wealth Management,...