Mercer Advisors Launches Aspen 2.0 AI Platform Across $110 Billion Family Office
AI SummaryAI-generated — verify against the source.Mercer Advisors has deployed its proprietary 'Aspen 2.0' AI platform across its $110 billion AUM firm to enhance operational efficiency and advisor productivity. This case study demonstrates how large-scale wealth management firms are moving beyond generic AI tools to build customized, internal AI ecosystems for client service and practice management.
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