Writing
Where artificial intelligence genuinely helps an advisory firm, and where it is oversold.
16 pieces
Technology & AI
The category is being sold with a level of confidence the technology has not earned. Some of it is genuinely useful right now, and it is not the part being demonstrated.
Technology & AI
The phrase has been applied to almost every product in this industry, including ones that added a chat box. Here is a test that distinguishes them.
Technology & AI
A demonstration shows the path the vendor rehearsed. These questions show the product.
Technology & AI
Two systems, same account, different answer. It is one of five causes and it is usually the second one.
Technology & AI
Every system in your firm probably works. The expensive part is the space between them, and it does not appear on any invoice.
Technology & AI
Your staff are already using these tools. A policy written now is a policy; written later it is a remediation.
Technology & AI
The automation is the easy part. Reconstructing why the system did what it did, two years later, is the part that has to be designed in.
Technology & AI
It is not incompetence and it is not indifference. Four structural reasons, only one of which is anyone's fault.
Technology & AI
Firms spend on the portal and the reporting. Clients form their opinion somewhere else entirely.
Technology & AI
Buyers ask which model a product is built on. It is close to the least informative question available.
Technology & AI
Your firm produces a decade of valuable information. A surprising amount of it belongs, contractually, to someone else.
Technology & AI
Almost every advisory firm has one. It started as a workaround and now three processes depend on it.
Technology & AI
Firms automate what is annoying. The better order is what is frequent, understood, and cheap to get wrong.
Technology & AI
Firms keep rebuilding it. Usage keeps not materialising. The reason is not the portal.
Technology & AI
Nobody writes the article arguing for waiting. It is frequently the correct decision and it is never the exciting one.
Technology & AI
You hold exactly the data an attacker wants, with none of the staff a large firm has. A short list beats an unread policy.