Jessica Liberi of Fidelity's eMoney delighted us with a live AI demonstration of an integration between Alexa and eMoney's eMX platform.
She asked Alexa, "What were the last three transactions in my bank account?" and "What will happen to my financial plan if I retire three years early?" and Alexa provided the answer in real time.
The audience knew we had witnessed a first and clapped loudly.
Separately, eMoney senior animator Ryan Gallini showed off the first virtual reality 3D eMX planning experience. This truly blew me away.
An initial study by the firm found that individuals said the least stressful way to create a financial plan was via a guided online experience at home, without an adviser, paired with an online video session with an adviser afterwards to discuss the results and assist with implementation.
See the full story here: http://www.investmentnews.com/article/20170217/BLOG09/170219905/financial-technology-companies-embrace-artificial-intelligence-and