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Leveraging Artificial Intelligence in Finance

Tom Spencer

In the ever-evolving world of finance, where data analysis and informed decision-making are vital, the emergence of artificial intelligence has proven to be a transformative force. This article will delve deeper into four ways in which AI is reshaping the world of finance, improving data analysis, and redefining decision-making processes.

Finance 78
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Podcast Interview on Behavioral Investing: Managing the Emotions Behind Our Decisions

Steve Shu Consulting

The second perspective was that there are so many different behavioral elements at play when we think about different people, the interplay of fast, automatic thinking versus slow, reflective thinking; the digital world, and the numerous challenges of finance. Behavioral Investing—Managing the Emotions Behind our Decisions.

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Behavioral Economics and Behavioral Finance Manifesto

Steve Shu Consulting

In this post, I want to share my thoughts on design values related to behavioral economics and behavioral finance (which going-forward in this post I’ll simply refer to as behavioral science for brevity). Behavioral Economics General Management Innovation Behavioral Finance Behavioral Science Nudge' Thanks for visiting!

Finance 186
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Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

retirement income, wealth management). Save(d) by Design Loss Aversion Calculator (personalized finance tool) Personalized Pension statement Personalized video technology with live action. This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g.,

Finance 150
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The Emerging Spend Management Sector: Simplifying Your Accounting Processes

Speaker: Spencer Falbo, Principal at Kong Basile Consulting

For a long time, the market has offered point solutions for accounts payable, such as bill payment, expense management, travel software, and corporate cards. A Spend Management Software that consolidates all expenditures onto a single platform and automates many of the workflows associated with spending company funds. The solution?

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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78
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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.