Get in-depth views on wealth management innovation, insights and strategies from our thought leaders, and financial technology tips you can use today.
5 min read
What is Meeting Prep?Meeting Prep is an AI agent that brings together the information an advisor needs for an upcoming client review, including CRM history, recent activity, portfolio changes,...
5 min read
Agentic meeting prep uses AI agents to automatically handle the manual work behind client review meetings, including gathering data from CRM,...
4 min read
The following draws on our recent webinar, “AI in Wealth: What’s Real, What’s Next,” where I joined James Cantwell of WealthTech Select and the AI...
4 min read
As wealth management moves from AI assistance to AI action, firms need more than a unified view—they need a trusted data foundation.
3 min read
The wealth management industry has spent the last few years wondering whether to adopt AI. That debate is over. The next one—how to govern it—is just...
4 min read
Advisors are increasingly choosing technology based on one question: does it help them grow, or hold them back? The answer is changing how and where...
3 min read
AI notetaking is quickly becoming table stakes in wealth management, and for good reason. It helps advisors stay engaged in meetings, reduce manual...
4 min read
Advisors act as the integration layer across siloed tools, at a significant cost to their time. AI is about to change that.
2 min read
By embedding security, data protection, risk management, and incident response into the core of our platform, we enable firms to move beyond reactive...
3 min read
AI isn’t coming to wealth management—it’s already here.
2 min read
At FSI OneVoice this year, the most interesting conversations weren’t about any single product or announcement—they were about how fundamentally the...
3 min read
AI has already proven it can make advisors more efficient. The next phase of adoption will be defined by something equally important: trust.
2 min read
The rationale for AI governance in fintech firms and how Advisor360°TM approaches roles, responsibilities, and enablement.
3 min read
Last week, we shared an important milestone for Advisor360°: the launch of Advisor360° Wealth OS, our AI-native advisor experience designed to help...
4 min read
Top advisors aren’t born—they’re built. And their habits are hiding in your data.
