None
EN
Mariner's massive AI bet splits the firm into 'experience' and 'execution'
['Chief Correspondent', "Tobias Salinger Is Financial Planning'S Chief Correspondent", 'With Nearly A Decade Of Experience Covering Wealth Management', 'Regulation']
The Latest
He pointed out that Humanity's website includes testimonials from three other, albeit smaller, wealth management firms.
Mariner's AI workforce will begin with assignments such as client onboarding, compliance reviews, reporting, billing and identification of potential sales opportunities.
Under the collaboration with Humanity, Mariner will separate its business into an "experience layer" revolving around its client relationships and an "execution layer," where the AI workforce can handle the routine tasks.
This AI workforce expands Mariner's capacity to serve a growing client base as the firm continues to grow.
In parallel, we're also creating new career paths and opportunities for associates to work alongside the AI workforce.