Kurtosys’ Post

🔹 Imagine a world where every client in your portfolio receives timely, personalized insights tailored to their unique goals—not just quarterly, but exactly when it matters. With ForwardLane’s Automated Insights, this is the new standard in wealth management. 💡 Our AI platform enables advisors to deliver compliance-approved, custom communications that feel like they’re written by you, yet arrive precisely when clients need them most. 📈 The Impact: • 2.5x more clients engaged • 24/7 portfolio monitoring • Real-time insights and proactive, personalized messages Picture this: While you’re focused on one client, our AI is monitoring markets and sending individualized insights to hundreds of others. Advisors tell us it’s like having a team of analysts dedicated to each client—only better. ✨ Transform client engagement from high-touch to always-in-touch. Ready to see the difference? Schedule a demo today and experience the future of wealth management. https://lnkd.in/eXdQRa2A

2/3 - Continuing... Imagine sales teams equipped with generative AI to create tailored client proposals, simulate portfolio scenarios, and automate decision-making or onboarding workflows powered by predictive analytics and AI-driven insights to deliver a seamless client experience. Both possible use Salesforce FSC/ServiceNow FSO/MS Dynamics + agents It's happening now. What role does AI play in your sales and onboarding transformation? Share your thoughts! #GenerativeAI #SalesTransformation #DigitalFuture #wealthtech https://lnkd.in/grBXMvkQ

Transforming sales processes and client onboarding is no longer optional for asset managers—it's a strategic imperative. By leveraging generative AI, advanced analytics, and persona-based design, firms can streamline operations, enhance client satisfaction, and achieve a competitive edge. #DigitalTransformation #FinancialServices #GenerativeAI"

Continuing from the previous post on Sales Tech Transformation - Modern Challenges Demand Modern Solutions - 1/3 : Asset managers face significant hurdles, such as fragmented systems(due to different regions, products, and even sales team culture), manual workflows (which still exist), and siloed data(although a lot of work has gone into it) that stifle growth and client engagement. The answer? A strategic focus on unified client data, automated processes, and powerful analytics. By implementing a persona-based strategy, firms can transform their operations to meet the specific needs of institutional and high-net-worth clients, from lead generation to post-onboarding support. How is your organization positioning itself to conquer these contemporary challenges? Let’s elevate performance in financial services together. #FinancialServices #DigitalInnovation #ClientExperience

Unlock the power of AI for enhanced decision-making, portfolio management, and operational efficiency: https://okt.to/rpSNxD Explore how generative AI is transforming asset management, as we take an in-depth look at the top 4 use cases! 📊 𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝘃𝗲 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀: real-time insights for proactive decision-making. 🗂️ 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻: dynamic asset allocations for optimal investments. 💬 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻: AI-driven chatbots and custom reporting. ⚡ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻: streamlined tasks and improved efficiency. 📥 Download our latest report 𝗘𝗺𝗯𝗿𝗮𝗰𝗶𝗻𝗴 𝗰𝗵𝗮𝗻𝗴𝗲: 𝗛𝗼𝘄 𝗱𝗶𝗴𝗶𝘁𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, featuring PitchBook research commissioned by Apex Group. https://okt.to/SrPb8y #GenerativeAI #AssetManagement #DigitalTransformation #AIinFinance #FinancialServices #Digitisation

At Praxis Solutions, we know wealth management firms face unique challenges—from optimizing portfolio strategies to enhancing client engagement. That’s why our approach is anything but one-size-fits-all. We take a human-centric path to AI, diving into your firm’s specific needs and goals to design solutions that improve decision-making, streamline operations, and elevate client experiences. Discover how we can help transform your business: https://lnkd.in/en8yNqwv #PraxisSolutions #FinTech #AI

Recognized by the IDC MarketScape report for 2024, Aprimo stands as the leader in digital asset management. Our commitment to innovation, scalability, and delivering exceptional value sets us apart from the competition. - Unmatched AI capabilities - Effortless scalability and performance - Seamless integrations with your favorite tools - Overwhelmingly positive customer feedback Discover how Aprimo can transform your digital asset management processes and help you achieve your strategic goals. Read more in our latest blog post: https://bit.ly/3WCAHrk #DigitalAssetManagement #DAM #AI #CustomerSuccess #IDCMarketScape #Aprimo

Nigel Singh, the CEO of VTI Australia, recently spoke with ausbiz, one of the top finance-focused TV platforms, about the exciting ways #AI is transforming the wealth management industry. This video marks the beginning of a four-part series: “How AI is empowering rather than replacing wealth managers.” In this video, Nigel dives into how #technology is changing the game for managing finances! Wealth managers are harnessing the power of AI to: ✅ Transform marketing strategies for enhanced client engagement. ✅ Optimize CRM systems to foster stronger relationships. ✅ Seamlessly connect with current and next-generation clients. Watch the full video to learn more. #AI #technology #finance #financialservices #digitaltransformation

For those who don't know yet, I joined Aprimo a few months ago for many reasons, including the opportunity to work for the industry leader in the DAM space, as named by Forrester. Now, two months in, a second report has confirmed Aprimo as the stand-alone leader! If you're struggling with finding, delivering, and creating content, I'd love to show you what sets us apart from the competition. #DigitalAssetManagement #DAM #AI

Discover the future of real estate answering services with our most recent blog! "The Future of Real Estate Answering Services: 5 Game-Changing Trends You Need to Know" examines how innovations alter client communication and lead conversion. Discover how these trends, from AI integration to 24/7 availability, may benefit your organization and generate success. Don't miss out on these important insights! Click the link to learn more. 🌐: https://buff.ly/3VzkwdI #RealEstate #AnsweringService #BusinessTrends #Innovation #ClientSupport