Patent Application Titled 'Computer Systems, Methods, And Non-Transitory Compute r-Readable Storage Devices For Generating Proactive Advisor Recommendation Using Artificial Intelligence' Published Online (USPTO 20240070231)
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Abstract
No assignee for this patent application has been made. Reporters obtained the following quote from the background information supplied by the inventors: “Wealth management generally involves a large number of financ ial data of various clients in various financial fields. Conventionally, wealth management is usually conducted manually by financial experts. Artificial Intelligence; Emerging Techno logies; Finance and Investment; Investment and Finance;
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