Kanadski svetovalci s 56 % prevzamejo vodstvo na področju generativne umetne inteligence

Kanadski svetovalci s 56 % prevzamejo vodstvo na področju generativne umetne inteligence

Časovni žig: 7. februar 2024 8
Canadian Advisors Take the Lead in Generative AI at 56% PlatoBlockchain Data Intelligence. Vertical Search. Ai.

Globalno fintech podjetje Broadridge je izdalo
svojo letno raziskavo, ki poudarja sprejetje umetne inteligence (AI)
among financial advisors in North America. The Fifth Annual Broadridge Survey
shows that 56% of Canadian advisors use or plan to use generative AI in digital
trženje, medtem ko ta številka znaša 43 % za svetovalce iz ZDA.

Advisors who communicate quarterly exhibit a
stopnja zaupanja 68 %, kar je preseglo njihove kolege, ki komunicirajo letno
or less frequently at 51%. Personalized content marketing also emerges as a key
success factor, with 71% of those engaging in it expressing confidence in
reaching practice goals.

Predvsem tehnologije naslednje generacije
generative AI, play a pivotal role in reshaping marketing efforts. Advisors
leveraging AI report higher success rates in converting social media leads to
stranke, porabi več časa za trženje in ustvari več potencialnih strank na spletnem mestu.

Ker je generativna umetna inteligenca ključno orodje, svetovalci
are also exploring its potential for developing personalized content and
marketinške kampanje, avtomatizacija opravil in segmentacija strank.

Medtem ko tržni izzivi ostajajo, raziskava
reveals a decline in advisors with a defined marketing strategy. Only 20% of
U.S. advisors and 21% of Canadian advisors report having a defined strategy. However, those with a strategy demonstrate
significantly higher confidence levels (83% and 89% for U.S. and Canadian
advisors, respectively) in meeting practice goals.

Source: Broadridge

Kevin Darlington, generalni direktor in vodja
Broadridge Advisor Solutions mentioned: “Many concerns and questions
ostati okoli tehnologije, zato bi morali svetovalci razumeti tveganja in
priložnosti za izkoriščanje generativne umetne inteligence v strategiji digitalnega trženja
ostanite skladni, hkrati pa privabite potencialne stranke.«

»Podobno so družbeni mediji postali priljubljeni
orodje za privabljanje naslednje generacije potencialnih strank in bi moralo biti
učinkovito izkoristiti za ustvarjanje potencialnih strank.«

Social Media

Social media also takes center stage, with 57% of
Kanadski svetovalci, ki vlagajo ali nameravajo vlagati, kar kaže na osredotočenost na
attracting younger clients. LinkedIn and Facebook emerge as the top platforms
za konverzije potencialnih strank.

Globalno fintech podjetje Broadridge je izdalo
svojo letno raziskavo, ki poudarja sprejetje umetne inteligence (AI)
among financial advisors in North America. The Fifth Annual Broadridge Survey
shows that 56% of Canadian advisors use or plan to use generative AI in digital
trženje, medtem ko ta številka znaša 43 % za svetovalce iz ZDA.

Advisors who communicate quarterly exhibit a
stopnja zaupanja 68 %, kar je preseglo njihove kolege, ki komunicirajo letno
or less frequently at 51%. Personalized content marketing also emerges as a key
success factor, with 71% of those engaging in it expressing confidence in
reaching practice goals.

Predvsem tehnologije naslednje generacije
generative AI, play a pivotal role in reshaping marketing efforts. Advisors
leveraging AI report higher success rates in converting social media leads to
stranke, porabi več časa za trženje in ustvari več potencialnih strank na spletnem mestu.

Ker je generativna umetna inteligenca ključno orodje, svetovalci
are also exploring its potential for developing personalized content and
marketinške kampanje, avtomatizacija opravil in segmentacija strank.

Medtem ko tržni izzivi ostajajo, raziskava
reveals a decline in advisors with a defined marketing strategy. Only 20% of
U.S. advisors and 21% of Canadian advisors report having a defined strategy. However, those with a strategy demonstrate
significantly higher confidence levels (83% and 89% for U.S. and Canadian
advisors, respectively) in meeting practice goals.

Source: Broadridge

Kevin Darlington, generalni direktor in vodja
Broadridge Advisor Solutions mentioned: “Many concerns and questions
ostati okoli tehnologije, zato bi morali svetovalci razumeti tveganja in
priložnosti za izkoriščanje generativne umetne inteligence v strategiji digitalnega trženja
ostanite skladni, hkrati pa privabite potencialne stranke.«

»Podobno so družbeni mediji postali priljubljeni
orodje za privabljanje naslednje generacije potencialnih strank in bi moralo biti
učinkovito izkoristiti za ustvarjanje potencialnih strank.«

Social Media

Social media also takes center stage, with 57% of
Kanadski svetovalci, ki vlagajo ali nameravajo vlagati, kar kaže na osredotočenost na
attracting younger clients. LinkedIn and Facebook emerge as the top platforms
za konverzije potencialnih strank.

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