Woman observing 4 key points with ai chip

In today’s rapidly evolving landscape, top financial advisors and those looking to take their careers to the next level want more than just technology—they want a firm that is actively shaping the future of wealth management.

ÃÛ¶¹ÊÓƵ is not just keeping up with innovation; it’s leading the charge. By harnessing artificial intelligence (AI), we’re empowering advisors with digital tools that boost efficiency, help scale highly personalized service, and fuel business growth.

At the heart of ÃÛ¶¹ÊÓƵ’s AI innovation is the Smart Technologies and Advanced Analytics Team (STAAT). STAAT acts as the engine that powers intelligent insights, combining advanced data analytics with machine learning to surface key client opportunities before advisors even need to look for them.

When I first started my career, I used to say if I had a little red light that went off on my computer every time something happened in my client’s lives, I would have an endless supply of business. That is exactly what [ÃÛ¶¹ÊÓƵ] is creating.
ÃÛ¶¹ÊÓƵ Financial Advisor

Here are examples of how ÃÛ¶¹ÊÓƵ advisors gain a competitive advantage with AI throughout their day:

An advisor logs in and learns their business owner client has $20m in an external savings account. Upon calling with the current savings promotion, the client moves assets over.

In preparing for a client meeting, an advisor sees the client is connected to a prospect through a non-profit board. The advisor gets a warm introduction and, in time, wins a new client.

Before leaving, an advisor receives a timely alert about a client listing their house and checks in.ÌýUpon sale, the client invests the proceeds at ÃÛ¶¹ÊÓƵ versus a competitor.

hand and ai chip with robot

The ÃÛ¶¹ÊÓƵ AI advantage: built for advisors, by advisors

Today’s advisors manage an increasing number of clients, each with unique financial complexities.ÌýTraditional scaling methods—hiring more staff or working longer hours—are no longer
sustainable. What advisors need are intelligent tools that streamline operations, provide actionable insights, and allow them to focus on high-value client interactions.

ÃÛ¶¹ÊÓƵ stands apart by offering AI solutions specifically designed for wealth management and based on the feedback voiced by advisors.

Number 1

Proactive insights: anticipating client needs before they arise

Unlike generic AI platforms, ÃÛ¶¹ÊÓƵ’s proprietary technology is built to help advisors make smarter decisions within the context of their client relationships and market dynamics. This isn’t just automation—it’s about amplifying an advisor’s ability to anticipate client needs, proactively offer solutions, and ultimately, grow their business.

For example, STAAT can detect a client's shifting liquidity needs—perhaps due to a maturing CD, market volatility, or even publicly available indicators of a major life event. Instead of waiting for the client to reach out, the AI alerts the advisor in advance, enabling them to proactively suggest tailored solutions. This predictive approach not only strengthens client trust but also positions the advisor as an indispensable financial partner.

Number 2

Maximizing efficiency: saving time on administrative tasks

Time is one of an advisor’s most valuable resources, and ÃÛ¶¹ÊÓƵ’s AI is designed to free up more of it. Routine but time-consuming tasks—such as preparing for client meetings—can now be streamlined. STAAT can generate automated pre-meeting briefings that summarize portfolio details, recent market movements, and even suggest talking points tailored to each client’s needs.

Some advisors using ÃÛ¶¹ÊÓƵ AI have saved three to four hours per client meeting, time that can instead be spent building deeper client relationships, prospecting new business, or enhancing strategic planning efforts. The result? More time focusing on what truly matters—advising clients.

Number 3

Unlocking new opportunities: AI as a growth engine

ÃÛ¶¹ÊÓƵ AI doesn’t just improve efficiency—it actively helps advisors uncover new business opportunities. A prime example is how STAAT identified an ultra-high-net-worth prospect within an advisor’s network. With this insight, the advisor reached out, made a connection, and secured a valuable client relationship—an opportunity that might have otherwise gone unnoticed.

By leveraging AI-driven insights, ÃÛ¶¹ÊÓƵ advisors can uncover hidden opportunities, expand their book of business, and deliver highly targeted services. The results speak for themselves— we believe advisors using ÃÛ¶¹ÊÓƵ AI grow faster than advisors who don’t.

Number 4

Democratizing high-touch service: expanding access to personalized advice

AI at ÃÛ¶¹ÊÓƵ is not about replacing advisors—it’s about augmenting their ability to serve more clients with the same level of personalized attention traditionally reserved for top-tier investors. By automating aspects of client service, ÃÛ¶¹ÊÓƵ enables advisors to extend their high-touch advisory model to a broader client base without sacrificing quality or personalization.

For instance, ÃÛ¶¹ÊÓƵ Al has facilitated multimillion-dollar investment shifts simply by flagging key life events and allowing advisors to step in with tailored reinvestment strategies. This kind of responsiveness helps ensure that clients receive timely, relevant advice when it matters most.

The future of wealth management is here, and at ÃÛ¶¹ÊÓƵ, you have the opportunity to be a part of it.

For those thinking about the next step in their careers, the question is clear: How could ÃÛ¶¹ÊÓƵ AI transform the way you work with your clients and grow your practice?

Connect with a ÃÛ¶¹ÊÓƵ expert today to explore the possibilities of being at a firm that truly understands the power of intelligent technology.

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