by tazi | Mar 5, 2025 | Blog
Top 5 Trends Shaping the Future of Wealth Management in 2025 The wealth management industry is undergoing a seismic shift driven by technological advancements, evolving client expectations, and the increasing role of artificial intelligence (AI). As financial...
by tazi | Mar 3, 2025 | Blog
8 Key Benefits of Voice of the Customer (VoC) Solutions in Financial Services In today’s fast-evolving financial landscape, customer expectations are higher than ever. Whether it’s banks, credit unions, or wealth management firms, financial institutions must not only...
by tazi | Feb 6, 2025 | Blog
5 Ways to Grow Deposits with AI-Powered Client Acquisition Strategies In today’s evolving financial landscape, banks and wealth management firms are facing increased competition in attracting and retaining deposit customers. Traditional marketing approaches are no...
by tazi | Feb 4, 2025 | Blog
The Role of Predictive AI in Wealth Management: Driving Growth with Data-Driven Decisions Wealth management is entering a new era of innovation driven by Predictive AI. As clients demand more personalized services and insights, firms must adapt to stay competitive. By...
by tazi | Jan 23, 2025 | Blog
How much data do you need to get a positive ROI from AI? Author: Zehra Cataltepe, CEO & Co-Founder, TAZI.AI As the founder of TAZI.AI with 30+ years working in the AI world, I have been asked this question so many times. Instead of attempting to give a...
by tazi | Dec 20, 2024 | Blog
How AI Can Enhance Client Retention in Wealth Management In today’s competitive wealth management industry, retaining clients is more crucial than ever. The cost of acquiring new clients far exceeds the cost of retaining existing ones. Wealth management firms are...
