Precision AI for Organic Growth
We help wealth management firms bring more individuals into the world of advice through data collection and algorithmic intelligence.
We help firms identify hidden growth opportunities
Driving organic growth is a challenge for most wealth management firms. We help with our expertise in data and AI. Plus, our feedback loops adapt off-the-shelf AI to become your own unique AI platform for organic growth.
Increasing the number of leads and referrals
Increasing share of wallet with existing clients
Nurture with Marketing Automation
The right strategy can save businesses time and frustration.
With all the content being offered in the financial services space, it’s more important than ever to cut through the noise and connect with targeted audiences.
Precision AI to Personalized Advice
We accompany the AI-driven signals with personalization capabilities to help convert prospects and grow client assets through personalized investments and giving.
Personalized Investment Proposals
Portfolios based on risk alignment, planning goals, financial personality and current positions.
A next-generation community-based Donor Advised Fund platform to help engage entire families and drive your clients’ legacy.
Personalized Charitable Giving
Engage clients and prospects with a next-generation Donor Advised Fund (DAF) platform to help maximize tax efficiency and charitable impact.
Capabilities To Meet The Unique Needs Of Your Firm
Working at scale to uncover hidden growth opportunities for wealth enterprises.
Empowering client and prospect engagement via multi-generational, digital charitable giving.
Providing AI-powered growth opportunities for individual advisors and investors.