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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We It has become a challenge to keep up with new rollouts.

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AI for Financial Advisors

Indigo Marketing Agency

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. Still relying on manual processes for client communication, research, or scheduling? Zocks: An AI-driven CRM and client engagement platform.