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Scaling personalized financial advice through AI adoption

Want to learn more? Watch the full episode here →    • Scaling wealth management with agentic AI ...   Financial guidance should be easy to access and tailored to one’s needs. Ramona Ortega explains that many people don’t have access to good financial advice, and adopting agentic AI can change that. She sees enterprise AI as a way to move from simple customer service to a deeper customer experience, guiding people from questions to action. Her mission is to help banks and credit unions compete and reach underserved and younger audiences through agentic AI. AI news is moving fast. Keep your business ahead with updates about AI advancements, strategies and expert perspectives → https://ibm.biz/BdbCXj The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity #financialservices #fintech #businessinnovation #agenticai #aistrategy