Ascensus Unveils AI-Driven Personalized Financial Wellness
The new offering is available through a partnership with Financial Finesse.
Tag: artificial intelligence
Franklin Templeton, iGrad Partner on Financial Wellness Digital Platform
It will analyze each user’s ‘financial personality’ and provide education courses.
Products
Client Service
Practice Management
Investment Product and Service Launches
Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.
Blockchain and AI’s Role in Retirement Planning
Among the most popular ideas for the use of blockchain is creating verified digital identities for participants, while others hope to use artificial intelligence to scale up personalized services.
AI Being Used in the Retirement Planning Industry
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
Successful Advisers Are Able to Spot Emerging Trends
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.
Research
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience
Intro
The Path Forward
The various models advisers can adapt to grow their practice
Trendspotting
Products
Greater Access to DC Plans
Open MEPs and FinTech make plans more available
Dream Forward’s AI Chatbox Answers Participants’ Retirement Plan Questions
In addition to helping participants understand their retirement plans, the AI chatbox addresses other financial challenges participants face.
Cover Story
Data & Research
Products
Smart Design
A ground plan for making all clients profitable clients
Majority of Americans Expect to Use a Robo Adviser
Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.
Redtail Technology Adds AI to CRM System
The system analyzes emails, notes and text messages to predict client needs.
Trendspotting
Data & Research
Practice Management
Practice Management
The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
Americans Would Like to Automate Day-to-Day Finances
When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.
The Most Successful Advisers Are Tech Innovators
They are also harnessing the competitive edge of AI.
Advisers Believe AI Will Create Competitive Advantage
They plan on using it to better understand clients’ needs.