Jon Forster Discusses Uses of AI and Fintech in Legacy Planning

News / April 1, 2022

On March 29, 2022, Partner Jon Forster took part in a webinar titled, “Finseca Report Marketplace LIVE: The Future of Legacy Planning.” His talk addressed how legacy management can evolve from a static document-driven format to a data-driven approach using analytics from data aggregators and artificial intelligence (AI). Examples of existing financial technology (fintech) applications and client-friendly dashboards were shared in this cutting-edge futuristic presentation.

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