[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad

Farbod Nowzad is the Co-founder and CEO of Cashmere AI, a company dedicated to enhancing client acquisition in the wealth management space through intelligent solutions. As the first-ever data science graduate from UC Berkeley, he leverages his deep understanding of machine learning and anti-fraud strategies to build and optimize business growth technologies. Before Cashmere AI, Farbod contributed his expertise to the anti-fraud machine-learning team at Lime. He is a progressive leader harnessing AI to transform traditional business practices, especially in the financial sector.

In this episode…

Are you finding client acquisition challenging in the ever-evolving financial services industry? What if there was a way to seamlessly integrate luxury, efficiency, and intelligence into your customer acquisition strategy?

Data Scientist Farbod Nowzad delves into how his company uses AI to enhance client acquisition in the wealth management sphere. He stresses the significance of AI and how Cashmere AI’s three-part system — identification, enrichment, and engagement — enables advisors to efficiently pinpoint and nurture relationships with potential clientele through AI-driven insights and personalized outreach. He elaborates on the data-driven methodologies that can propel financial advisors toward incredible growth and client engagement.

In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI, about AI-powered client acquisition in wealth management. Farbod discusses how Cashmere AI is changing client acquisition for wealth managers, its three client acquisition modules, engagement strategies modern wealth management firms employ for successful outreach, and innovative solutions for AI hallucination.