• November 8, 2024
Can I Use AI to Sell Financial Services Like Pitching Stocks Over the Phone?
In recent years, the financial industry has rapidly integrated technology into its processes. Algorithms now analyze market trends faster than any person, and machine learning models forecast financial trends with impressive accuracy. Firms employ chatbots for customer service, use predictive analytics, and even deploy robo-advisors that manage investments autonomously. But as AI takes on more tasks, the question arises: can AI legally sell financial services, such as pitching stocks or promoting insurance, over the phone?