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In the News
AI Budgeting: How Artificial Intelligence Is Changing Banking
Artificial intelligence (AI) can be a great budgeting tool when used properly by prompting it with helpful information, double-checking for errors, refining the budget and putting it into action. However, AI doesn't replace the value of a human advisor such as a CFP® professional.
MoneyRatesSophia Acevedo
December 17, 2025