Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
Tag: customer relationship management
The program’s aim is to help advisers streamline their practices.
A ground plan for making all clients profitable clients
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.