They plan on using it to better understand clients’ needs.
Tag: registered investment adviser
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.