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Ron Carson foresees AI besting human advisors within a year

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In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.

Can A.I. offer enhanced client experience that rivals the human touch? The answer is sooner than later, says Ron Carson, CEO of Carson Group.

“Within 12 to 18 months, A.I. will be able to give a better client experience to my clients than I can individually and they won’t even know it’s coming from computerized communication based on their individual behavior,” said Carson, speaking at SourceMedia’s In|Vest conference in New York. “It’s that good and it’s evolving that fast.”