For financial firms exploring AI, the technology is only part of the equation.
As firms consider how AI can fit into their operations, XML CEO and Co-founder, Brett Bernstein, CFP® shared XML Financial Group’s approach in a new article from AdvisorEngine’s Action! Magazine.
Brett discussed why XML is starting with compliance, governance and risk management, putting the right policies and procedures in place before expanding how the firm uses AI.
Read the full article to learn more.
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