.avif){kind=icon}
The Search for Efficiency
Using generative AI to summarize meetings and help write reports might feel like a useful start, but it hardly scratches the surface of its capabilities.
There certainly are more opportunities to drive operational efficiency with AI than ever before, with a host of singular-focused tools on the market.
But rather than search for the combination of individual AI-powered tools to complement their operations, family offices might consider where AI can enhance their core wealth management technology.
Key Takeaways
A Platform Built with AI in Mind
Leading wealth technology solutions have worked with AI for years - at Masttro, we hired our first AI engineer in 2019 and have consistently explored and incorporated its capabilities since.
Today, the Masttro platform has a suite of AI-powered features designed to solve the most critical pain points in modern wealth management.
From automated document collection and interpretation, to accurate alternative investment data extraction - even direct interaction with your data through natural language processing.
Fully Integrated, Not Bolted On
And rather than bolt-on solutions for family offices to add to their tech stack, these features are all fully integrated into Masttro’s platform, providing an end-to-end solution.
This means they’re part of the secure environment, protected by our military-grade security and encryption protocols.
Rather than be concerned with when AI will bring them benefits, family offices that use Masttro can already take advantage of the technology, enabling automation and streamlining of workflows.
Expanding Family Office Capabilities
Explore the AI Opportunity
For family offices looking to build their understanding of how AI, we recently published a comprehensive outline that dives into its effects in wealth management.
Taking insight from experts that have advised wealth professionals on strategic decision-making around this topic, it explores high level risks and opportunities that AI poses for family offices.
We also explore the business impact AI is having, and outline some specific product developments in the AI space.
Download the eBook to learn how forward-thinking family offices are eliminating manual work, gaining real-time insights, and embracing a more secure, sophisticated experience.
