
#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
WealthTech Today
00:00
Do You Have a Wealth Advisor?
Atlas is a tool for doing in branch client discovery and triaging. It identifies both who is the optimal set of bankers and specialists that that advisor should, or that client should meet with based on the discovery information. And also what's the optimal product offering in its fans all products. How do you truly integrate at a more fundamental level? We've done some original research around what are what are consumer interests,. highest interest in some of those areas. So it's definitely a cool area with a lot of innovation going on.
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