學門類別
哈佛
- General Management
- Marketing
- Entrepreneurship
- International Business
- Accounting
- Finance
- Operations Management
- Strategy
- Human Resource Management
- Social Enterprise
- Business Ethics
- Organizational Behavior
- Information Technology
- Negotiation
- Business & Government Relations
- Service Management
- Sales
- Economics
- Teaching & the Case Method
最新個案
- A practical guide to SEC ï¬nancial reporting and disclosures for successful regulatory crowdfunding
- Quality shareholders versus transient investors: The alarming case of product recalls
- The Health Equity Accelerator at Boston Medical Center
- Monosha Biotech: Growth Challenges of a Social Enterprise Brand
- Assessing the Value of Unifying and De-duplicating Customer Data, Spreadsheet Supplement
- Building an AI First Snack Company: A Hands-on Generative AI Exercise, Data Supplement
- Building an AI First Snack Company: A Hands-on Generative AI Exercise
- Board Director Dilemmas: The Tradeoffs of Board Selection
- Barbie: Reviving a Cultural Icon at Mattel (Abridged)
- Happiness Capital: A Hundred-Year-Old Family Business's Quest to Create Happiness
Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones
內容大綱
Edward Jones, a wealth management advisory from that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices conveniently located across the U.S. and Canada. Following the Covid-19 pandemic, Edward Jones' Managing Partner, Penny Pennington, believed their human-centric approach could be enhanced to better serve their clients by leveraging historical client and calling data to improve the client experience and the customization of advice. In particular, AI's ability to integrate all records of past advisor experiences could deliver hyper-personalized insights and financial solutions. Still, Pennington wondered if Edward Jones was deviating too far from its differentiated approached of person-to-person connections. Considering Edward Jones' original business approach, how might digitization and AI transform their competitive advantage? Was there a proper balance between the use of AI and human connection? How would Pennington ensure that the AI-generated expertise would properly represent and attest to each client's specific needs?