White paper
Can Regulated Companies in the Wealth Management Industry Trust Their Data to AI Apps?
Is your wealth management data safe in the age of AI? Our whitepaper explores AI adoption's critical issues, including data security, regulatory compliance, and ethical considerations. Discover how Salesforce can help build trust with AI applications and safeguard your clients' sensitive information.
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What Will You Learn?
- The potential benefits and risks of AI in wealth management.
- Essential data security measures to protect your firm.
- The role of Salesforce in building trust with AI applications.
- The what and why of Einstein Global Models.
Who is this for?
- Wealth management professionals
- C-suite executives
- Risk and compliance officers
- Data scientists and AI engineers
Why do you need this whitepaper?
Understand the AI landscape in wealth management and how to mitigate risks and capitalize on opportunities.
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About PreludeSys
PreludeSys is a global technology solutions provider founded in 1998. We have been certified as a ‘Great Place to Work’ for four consecutive years from 2021 to 2024. Our 300+ customers consider us a highly trusted technology partner. We offer services such as Enterprise Application Integration, Application Modernization and Cloud Migration, Business Intelligence and Data Analytics, Business Application Services (CRM / ERP), Testing, and Business Process Services.
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