Leveraging AI Technology To Provide Holistic Financial Advice With Charlie Clark

Charlie Clark is the Chief Revenue Officer of FP Alpha, the first AI-driven wealth management tool for financial advisors. He kickstarted his career at eMoney Advisor, where he served as SVP of Sales and Business Development until its acquisition by Fidelity Investments. With over 20 years of experience in the fintech industry, Charlie has a proven track record of building and leading successful sales teams.

In this episode…

Providing financial advice to clients is a time-consuming process. With so many documents to go through and varying client needs to consider, keeping up with everything can be daunting. Fortunately, the power of artificial intelligence technology can make this process much easier and more efficient.

According to Charlie Clark, leveraging AI technology as a financial advisor can help you advance to the next level. With its help, you can quickly sift through large amounts of data to identify the most relevant information for each client. It means you save time, stay relevant, and deliver advice tailored to each individual's needs. The possibilities of AI today are ever-growing, so here is what you need to know 

In this episode of The Customer Wins, Richard Walker sits down with Charlie Clark, Chief Revenue Officer of FP Alpha, to discuss the value of leveraging AI technology in the wealth management industry. Charlie explains how FP Alpha uses AI to help financial advisors become better, the challenges of using AI, tips for measuring success as a FinTech firm, and advice for salespeople in the space.