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Lindsey Lewis Discusses AI in Financial Services

Learn more about artificial intelligence tools that you can leverage to grow your practice and drive efficiency.

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Practice Management Insights

April 11, 2024

Financial Advisor Magazine recently featured a column authored by The College’s own Lindsey Lewis, MBA, CFP®, ChFC®.

In the article, Lewis, who is chair of the American College Center for Women in Financial Services, discusses the rapid growth of artificial intelligence (AI) and how certain tools that leverage AI can be used by financial advisors to promote efficiency and enhance overall client experience.

Lewis also shares several specific examples of AI tools advisors can use to create video content in 2023 and beyond, as well as use cases for each tool, and benefits advisors can reap by using these programs.

Read on to learn more about this topic as Lewis educates readers with several effective tips and tricks for using AI in their workplace.

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