Your AI Partner for Enterprise Growth
How We Help Unlock Growth
Increasing the number of leads and referrals
Converting more prospects
Increasing share of wallet with existing clients
Data Science Packages
Our Data Science capabilities combine proprietary and third-party data sources across millions of individuals to help identify conversion and growth opportunities.
Prioritize Prospects
Create look-a-like models for which prospects in a CRM look like existing client benchmarks.
Share of Wealth
Identify client upsell opportunities based on objectives, life stages and other assessed needs.
Client Network Referrals
Create a correlation score for clients with networks and interests most likely to lead to network referrals.
A Modern Solution for Marketing Automation
Act on your data to nurture identified leads and generate firm, branch, and advisor level signals on the engagement of digital marketing content to unlock new growth opportunities.
Our scalable enterprise platform serves as the marketing command center for home office and larger branch firms.
Cascade home office content to a branch network of advisors
Distribute content across email and social media channels
Match content to individuals through an intelligent recommendation engine
Customize templates and campaigns
Seamlessly submit compliance approvals
Visualize data in real time
Delivering Personalized Investing Experiences
Go from prospect to proposal to customer faster with client personalization capabilities spanning risk tolerance, financial planning and financial personality assessments to empower actionable, personalized recommendations across investments and charitable giving.
Always On, Always Optimizing: Your AI-Assistant That Never Sleeps
To succeed in today’s ever-changing wealth management industry, firms require intelligent and agile solutions.
Our closed-loop ecosystem is designed to continuously learn and optimize, delivering customized insights and actionable recommendations that drive growth for your business.
Our algorithms analyze data to identify patterns and trends, enabling us to provide relevant and valuable insights that meet your firm’s unique needs.
Select Integrations
Strategic Partners Include
