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The advent of artificial intelligence (AI) has created a marked change in many industries. Mutual fund distribution is no different. AI has created new opportunities for MFDs but at the same time, has also presented challenges in terms of adaption to a new technology.
Technology experts Amit Basu, Founder, Director & CEO, Symphonia Wealth, Girish Ajgaonkar, COO, Happyness Factory and Shirish Patel, CEO, Prudent Corporate Advisory Services will share their views on the existing challenges in mutual fund distribution related to technology and ways to leverage AI in a discussion at Cafemutual Confluence 2024.
The session will be moderated by Hyderabad MFD Ravi Kiran Monigari of Fundviser Investmentors.
The key takeaways of the session include:
- Understanding the impact of AI in distribution business
- Ways to leverage generative AI to increase client engagement
- Thinking beyond transactions to leverage technology for higher productivity
- Tips to overcome existing challenges of MFDs in technology
- Enhancing clients’ experience digitally
Cafemutual Confluence 2024 (CC24) is themed on ‘Smart Moves for Tomorrow’s Success’. It will gather various stakeholders of the mutual fund industry – distributors, AMCs, regulators and others to have engaging and insightful discussions on the latest happenings of the mutual fund industry.
CC24 will be held on October 18 at Taj Santacruz, Mumbai. To know more about the event, visit www.cafemutualevents.com.