Digital Advice Ready to Help Plan the Future

  • |
  • 04 mins 48 secs
With the progression of AI, advisors are now given the opportunity to use this technology to assist them in when to speak with a client, about what topic and how. Robert Kirk, Founder & CEO of InterGen Data, Inc. sits down to discuss the importance of this advance technology created to help clients understand when they are going to have important life events occur, what they are and how much of a financial impact it will have. advisors know what they can do to help and assist their clients.

Channel

FinTech