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