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Vicky Berke, executive director, global head of business development services, at Morgan Stanley Investment Management, says that the most important thing about building an A.I.-ready client reporting team is to remember to keep an open mind.
Berke moderated the panel “Building AI-Ready Client Services Teams,” part of FTF’s PMCR conference, which took place Feb. 24-26 in New York City.
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- artificial intelligence (AI),
- client reporting,
- panel recap,
- performance measurement
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