How AI Could Benefit Financial and Real Estate Customers

Financial and real estate professionals may be able to capitalize on emerging AI tech to expand customer services and drive their business to the next level.

A woman smiles as she uses AI on her phone.
(Image credit: Getty Images)

Since the very first business transaction occurred centuries ago, our methods of monetary management and investment have been continuously evolving. Sometimes in small ways over time and in other ways by leaps and bounds seemingly overnight.

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David Wieland
Founder and CEO, Realized Holdings

David Wieland,  is CEO and co-founder of Realized Holdings, a company that helps people manage their investment property wealth. He has architected more than $3 billion of institutional real estate and capital markets transactions. David leads Realized Holdings’ vision to help investors maximize their after-tax returns and create custom investment portfolios tailored to each investor's risk tolerance, long-term objectives and income needs.