Redtail Technology Adds AI to CRM System
The system analyzes emails, notes and text messages to predict client needs.
Tag: artificial intelligence
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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.
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Advisers Begin to Embrace Artificial Intelligence
Will it, as believed, provide a competitive edge?
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.