How AI Can Help with Asset Management Firm Trip Planning

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Your Asset Management Firm Can Plan Better Trips With the Help of AI 

There’s no question: in the world of asset management, data is key. If you want to stay ahead of the competition, you need access to data that is reliable and readily workable for various decision-making processes. The right technology is vital; without the proper tech in place, you won’t be able to leverage your data to its full potential. In this video series, we examine 6 areas where Artificial Intelligence (AI) can help your asset management firm increase its profitability, stay competitive, and improve the efficiency of day-to-day operations. This video is part 3 in our series. Don’t forget to check out the introduction, 6 Ways Asset Management Firms Can Benefit from Artificial Intelligence, as well as part 1, Managing Wholesaler and Retailer Lines of Business, and part 2, Managing Pipelines and RFPs.


The video featured below examines the different ways that AI can help an asset management firm with the onerous task of trip planning. Keep reading to learn how to maximize the productivity, profitability and potential from each trip with AI and machine learning, or watch the video to learn more.


Which Accounts Should a Wholesaler Visit?

Let’s say, for example, that a wholesaler is traveling to Chicago. Perhaps they’re looking to close a deal with a prospect. Or, maybe they’re attempting to resolve an issue with an account that’s at risk. Either way, sound judgment suggests the wholesaler ought to visit other accounts in the area as time allows. The question is, which ones?


In a perfect world, the wholesaler would put together an itinerary that includes the most profitable clients, or perhaps one that involves visiting a few prospects that are ready to convert. The trouble is, though, wholesalers often make these sorts of decisions in a purely subjective way; it’s human nature to have preferences of their own. Maybe they want to avoid difficult accounts that can be stressful to deal with. Or, they might prefer to only visit accounts that they’re already familiar with. Either way, these sorts of preferences can lead to decreased profitability and efficiency. With the use of AI and machine learning, the wholesaler can put together an itinerary based on the objective interpretation of relevant data. As a result, the wholesaler will visit the right combination of accounts while they’re in Chicago, taking full advantage of the best opportunities in the area.


AI isn’t some future technology that’s yet to come—it’s available here and now. With the AI tools included with Microsoft Dynamics 365 for Sales, you can increase profitability and improve your asset management firm’s efficiency. Watch the video below to find out more about how AI and machine learning can help your asset management firm with trip planning. Be sure to keep an eye out for upcoming videos in this series.


AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!

1 thought on “How AI Can Help with Asset Management Firm Trip Planning”

  1. The goal of CRM stands for customer accomplice with control.people cannot do without progressingfrom one area to the other for various motives various from profession ;tourismvisits to places of critical landmarks or on yearlytime without can get a best coordination of the capabilities thru any of the web journey management platform right from your condolence zone.

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