Joseph Lo | Source | Head - Enterprise Platforms at Broadridge
Joseph Lo
As the Head of Enterprise Platforms at Broadridge, Joseph's responsible for advancing their platforms and empowering their businesses to create transformative solutions that exceed their global customers' expectations. His passion for Broadridge's innovative digital solutions fuels his drive to enhance customer experiences and drive business value, enabling Broadridge to be the post possible fintech partner.
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Specifically, areas of opportunity include using generative AI to identify gaps in an advisor’s knowledge about the client, education and training for new products, proactively notifying and summarizing to clients and advisors about market activity, natural language processing for notes and summarizing action items, as well as personalizing marketing activities.
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Morgan Stanley partners with OpenAI on internal chatbot for financial advisors
Morgan Stanley is one of a handful of companies, and the only wealth management firm, the latest version of text generation from OpenAI
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Broadridge
Head - Enterprise Platforms