Reimagining Investor Engagement Through Agentic AI
Manage episode 489955251 series 3520061
Imagine an AI that doesn’t just respond, it thinks, acts, and drives results. That’s the promise of agentic AI, and it’s already shaking up the world of investor communications.
In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle chats with Chris Cummings, Chief Strategy Officer at InvestorFlow, about how this next wave of automation is changing the game for private market firms. From raising funds to managing thousands of LPs, firms are turning to AI agents to deliver speed, precision, and personalization at scale.
บท
1. Welcome to Trading Tomorrow (00:00:00)
2. Defining Agentic AI in Capital Markets (00:01:04)
3. AI-Powered Fundraising Strategies (00:02:39)
4. Data Requirements for Effective AI (00:05:23)
5. Redefining Investor Engagement (00:10:32)
6. Security and Human Control (00:13:25)
7. Future AI Trends and Integration (00:15:25)
55 ตอน