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These eight firms are using AI and technology to build stronger connections with clients and build business at scale.
September 5
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DNA Behavior's onboarding tool creates digital proxies of clients to determine behavioral finance traits.
September 5
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Savvy Wealth is giving advisors real-time insights on when their clients may need them most.
September 5
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The Orion Compare tool offers real-time insights on portfolio changes and works up talking points for clients.
September 5
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WEALTHAWK is giving advisors data on prospects with "money in motion" events.
September 5
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Snappy Kraken's email builder helps advisors communicate with clients, who are opening those messages at high rates.
September 5
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FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.
September 5
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RBC Wealth's Campaign Central is making advisor emails irresistible for clients.
September 5
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Nationwide is developing interactive, personalized training programs in the metaverse.
September 5
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RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.
September 5
