During this session, you will gain insight on how AI solutions facilitate plan sponsors and fiduciaries to get participants to invest in their retirement. Panelists include:
– Meghan Jacobson, Managing Director at J.P. Morgan Chase Asset Management
– Lee Regan, Director of Product Management at Financial Fitness Group
– Jerry Yen, CEO at Advice Analytics
– Peter McNellis, Co-Founder at DailyVest
Lee Reagan discusses how an educated investor creates more opportunities as a wrap-up. Making strategic partnerships and implementing effective campaigns are crucial. As an advisor, you can utilize AI to target your audience. We can provide the right message to ensure we are gaining trust by seeking out the investor’s benefit as well.
