The new offering is available through a partnership with Financial Finesse.
Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.
The system analyzes emails, notes and text messages to predict client needs.
They plan on using it to better understand clients’ needs.