Transform the Financial Advisor Experience with AI

Lucidworks Whitepaper

See how one of the world’s largest financial firms put the power of AI to work, empowering their financial advisors and increasing productivity, delivering higher customer satisfaction and loyalty, and increased revenues.

For one the world’s wealth management firms, their advisory business is the fastest growing line of revenue comprising roughly half the revenue for the multibillion dollar company. That growth is built on a franchise network of financial advisors (FAs) offering services that are increasingly personalized and succeeding means the satisfaction of the FAs is crucial. The team built an AI-powered application that provided advisors with a complete 360 view of every customer account and then recommended what products and services the advisor should offer to the customer.

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