For example, large wealth managers are beginning to adopt genAI copilots to improve client service, reduce advisors’ time spent on administrative work, and more.
Some of these tools are actually fine-tuned for wealth management, such as Morgan Stanley-backed CogniCor, which counts LPL Financial and Ameriprise Financial among its customers.
Its leadership team’s combination of academic and industry experience has proved a differentiator, as one buyer who spoke with CB Insights described:
You can also explore the future of the factory with our analysts on October 15 — register here.
Ready to run
Which utility companies are most prepared for the AI shift?
To find out, we mined our data on patents, acquisitions, deal-making activity, business relationships, product launches, earnings transcripts, and more.
Today, we’re highlighting data governance & privacy, which comprises companies helping organizations manage and protect their data in order to meet regulatory requirements.
Driven in part by the rising frequency and severity of cyberattacks, companies in this market have raised nearly $3.4B in equity funding since 2020.
And leading providers in the space include BigID, Talend, and OneTrust.
P.S. We’re preparing for this year’s Digital Health 50 report, which will feature the 50 most promising digital health startups in the world. Know a company that belongs on the list? Shoot your shot right here.
