The AI Edge

Welcome to The AI Edge – your platform for catalyzing competitive advantage!


In the asset and wealth management sector, keeping pace with rapid changes is crucial. Leaders must adopt a proactive and collaborative approach to leverage data, technology, and AI effectively. The industry faces evolving regulatory requirements and heightened investor expectations for transparency and advanced tools. Additionally, there's an increase in complex risks, including cybersecurity, privacy, and market volatility. Traditional business planning cycles often lag behind technological advancements, leading to missed opportunities. Leaders are also challenged by time constraints and the need for cross-departmental collaboration. A dynamic dialogue on AI, tech, and data is essential for agile decision-making. "The AI Edge" aims to equip leaders with the insights and tools needed to navigate challenges and capitalize on growth opportunities.

What you’ll get

  • Monthly Magazine

    • The latest and most relevant developments in AI and emerging technologies.

    • Competitive tech and AI trends in the industry.

    • Approaches for implementing high-priority AI use cases.

    • Best practices for solving pressing business problems with AI and tech.

    • Explainers on AI and tech concepts, jargon, and tools

  • Quarterly Workshops

    Engage in focused discussions, facilitated by us, with leaders from sales, marketing, sales enablement, data science, compliance, IT, and more. This is a unique opportunity to learn, discuss, ideate, align on top AI priorities, and refine your firm's strategy in collaboration with peers from various departments.

  • Exclusive Quarterly Webinars

    Connect with visionaries from the tech world, data scientists, and renowned academics. Discover insights from top institutions like MIT CSAIL, the Vector Institute, and Harvard.

Key Benefits to Your Firm

  1. Competitive AI and technology insights

2. Enhanced interdepartmental synergy

3. Accelerated ROI in investments in AI and Tech

Try The AI Edge with a free trial and discover the value firsthand!

Contact us.

info@jacobsandcompany.biz
614 -390-9624