By now, you've heard about robo advice and the trend towards automated investment advice. And you've probably heard some initial discussion of the applications for artificial intelligence in help improve savings behavior for retirement. But what does A.I. actually look like in practice? How can it improve the experience for plan participants? Grant Easterbrook, one of the first robo advice analysts and now co-founder of Dream Forward, presents on the evolution of technology in this area, and how you can use A.I. to "hand hold" in a whole new way. He shares examples of how Dream Forward incorporates data using A.I. to address the human emotions that prevent people from saving and can nudge them to improved savings behaviors, with implications for a range of participant education approaches.
SPEAKER
Grant Easterbrook
DREAM FORWARD
Co-Founder and CEO