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The rise of Fintechs and DIY investing has transformed the wealth management experience. Traditional advisor-driven firms, however, have an untapped asset: Accurate and accessible data intelligence can position you to outperform the competition.
Discover how market leaders have cracked the code to accelerate AI implementation.
Unleash your data to accelerate AI implementation
Wealth Management
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Ready to achieve transformative results? Our suite of AI-driven solutions helps financial advisors optimize and enhance relationships—identifying ways to boost retention, increase revenue and find the perfect client-investor match. Let’s get started.
Ensure your data is accurate and accessible to outperform the competition. Leverage your extensive data with the right tools and expertise. Firms opting to delay or decelerate their implementation of AI risk falling behind the competition.
Accelerate AI adoption
Firms face complex challenges in an increasingly data-driven industry—often overlooking their most critical asset. Effective use of AI begins with a high volume of quality data. Efficient data storage and maintenance are essential for mitigating data security risks.
Unleash your data
Match the right advisor to the right investor
Deepen relationships with targeted upsell offers
Engage clients with hyper-targeted content
Reduce attrition and retain more clients
+ 51%
In 2020, leading firms adopting AI and next-gen technology achieved a 51% increase in revenue.
AI learns from massive datasets and uncovers trends that are otherwise imperceptible. Right now, wealth management firms are tapping into the promise of AI across multiple segments of their business model.
Understand the urgency for innovation
of leaders
In the next two years, leaders plan to move 58% faster in adopting next-gen technologies.
73% of leaders use external providers to implement AI.
73
%
Faster
%
58
Download the White Paper
Match the right advisor to the right investor
Deepen relationships with targeted upsell offers
Engage clients with hyper-targeted content
Reduce attrition and retain more clients
2020 Next-gen technology budget
2023 Next-gen technology budget
+20
%
Leaders project increasing next-gen technology spend for AI and blockchain by nearly 20% by 2023.
2020 Next-gen technology budget
2023 Next-gen technology budget
+20
%
Leaders project increasing next-gen technology spend for AI and blockchain by nearly 20% by 2023.
+ 51%
In 2020, leading firms adopting AI and next-gen technology achieved a 51% increase in revenue.