At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.

"These new AI tools have great potential to increase the level of profits we normally expect while lowering risks." - Bob Mann, Advisor's Capital  

 "A well-conceived AI approach can, we believe, exceed the limitations of both human driven stock selectors and traditional quants." - Dan Philps, Rothko Investment Strategies

"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment