@ladyxtel I checked with Grok - it's perfect for an entire wealth management AI RM role and allows for base line parameters to be set. Like Alpha: AI-Powered Investment Research | Public but personalized which is essential for bespoke HNWI RM
@ladyxtel Hi Christel, long time I hope you are well.
I'm starting work at BHM Capital in Dubai. It's primarily a HNWI investment company with $14bn AUM, 55000 accounts that focuses heavily on stocks. I'm a bond guy so my job is to get the hnwi to invest in bonds
The RMs are not interested in selling bonds to their clients so I'm building a digital platform and need a personalized secured AI relationship manager.
It does sound like NFA could be the solution...can i pretrain all the AI agents to a base level be handing to client? Thanks