Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.
It integrates Form 5500 data with a customer relationship management system.
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
The program’s aim is to help advisers streamline their practices.
It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.
The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.
The system analyzes emails, notes and text messages to predict client needs.
The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.