BELLINGS

Thad Wong warns against AI replacing the personal client connection

Thad Wong says his firm uses AI to surface prior client context and automate background work, while keeping agent communication human-led.

Thad Wong says his firm uses AI to surface prior client context and automate background work, while keeping agent communication human-led.

BELLINGS Intelligence Score: 10

Why it matters

This is a routine commentary on AI use in client relations within a firm, reflecting ongoing technology adoption rather than a market-moving event.

Sources