What can we learn from AI?

Last week my social media feeds seemed to be filled with posts about ChatGPT and AI photo generators. With the Holidays on their way like a freight train, I started to wonder if I could use the technology for something a little more useful, like doing my work for me! What do you think about the results?
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Last week my social media feeds seemed to be filled with posts about ChatGPT and AI photo generators. With the Holidays on their way like a freight train, I started to wonder if I could use the technology for something a little more useful, like doing my work for me!

So I signed up for OpenAI and submitted a request for a blog targeted to Wealth Advisors explaining the importance of offering lending solutions to their clients. Although it lacked much personality, I thought what I received was pretty accurate (and a little scary!). 

What do you think?

As the world of personal finance continues to evolve, it is becoming increasingly important for wealth advisors to offer their clients lending solutions. With the rise of digital banking, more and more people are turning to online lenders for their borrowing needs. This has created a need for wealth advisors to provide their clients with access to the best lending options available.

Wealth advisors are in a unique position to help their clients make informed decisions about their borrowing needs. They can provide advice on the best loan products for their clients’ individual circumstances, as well as help them understand the terms and conditions of the loan. Wealth advisors can also help their clients compare different loan products and lenders to ensure they are getting the best deal.

In addition to helping their clients find the best loan products, wealth advisors can also provide guidance on how to manage their debt. They can help their clients create a budget and develop a repayment plan that works for their individual financial situation. This can help their clients avoid getting into financial trouble and ensure they are able to pay off their loans in a timely manner.

Finally, wealth advisors can also provide their clients with access to other financial services, such as investment advice and retirement planning. This can help their clients make the most of their money and ensure they are able to reach their financial goals.

Overall, offering lending solutions to clients is an important part of a wealth advisor’s job. By providing their clients with access to the best loan products and helping them manage their debt, wealth advisors can help their clients make the most of their money and reach their financial goals.

What can we learn from AI?
Katie Robinson

Katie Robinson has a background of proven success in marketing, product development, innovation and investment in the retail, financial services and automotive industries.

Prior to joining Cion Digital, Katie was Senior Vice President of Strategic Innovation at FIS, the world’s top provider of technology, processing and services to the banking and payments industry.

Katie’s track record of success also includes previous positions at Alliance Data’s Retail division; where she developed and managed integrated credit, marketing and loyalty solutions for some of the most recognizable brands in North America.

She was also Vice President of Marketing for Clarivoy, an automotive attribution company, with responsibility forBranding, PR, Digital Marketing and Inbound Sales.

Katie holds a degree in Women’s Studies from The Ohio State University.