Mastodawn

Can an #AI agent help financial advisors reel in referrals?

A wealth management organic growth technology firm is betting that artificial intelligence tools will help more financial advisors tap into the industry's most traditional source of new clients.

https://www.financial-planning.com/news/can-an-ai-agent-help-financial-advisors-reel-in-referrals

#FinTech #FinServ #Banking #WealthTech #WealthManagement

Can an AI agent help financial advisors reel in referrals?

After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.

Financial Planning