Machine learning

Convinced that clients want as much human interaction as ever, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently.

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.

Bots and machine learning are becoming increasingly common in financial services. But that is not the purist’s view of what AI represents.

To save time and money, the megabank is embracing machine learning-driven tools.