Key Takeaways:
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Domain Money has adopted Hazel1, Altruist’s AI platform for financial advisors, across its team of CERTIFIED FINANCIAL PLANNER® professionals
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Hazel automates time-consuming administrative tasks so CFP® professionals can focus on what matters most: their clients
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The adoption supports the client-first standards that have earned Domain Money a 90+ NPS rating and a 4.8 out of 5-star Trustpilot rating
Domain Money announced it has added Hazel, the artificial intelligence platform built by Altruist for financial advisors and wealth managers, to its technology stack across its team of CERTIFIED FINANCIAL PLANNER® professionals. The integration is designed to reduce administrative burden and give CFP® professionals more time for high-value planning work, reinforcing the client-first standards that have helped Domain Money maintain a 90+ NPS rating and a 4.8-star Trustpilot rating among members.
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“Every tool we adopt has to answer one question: does this help our CFP® professionals serve members better?” Adrianna Adams, CFP®, Head of Financial Planning at Domain Money
Domain Money limits the number of clients each CFP® professional works with, a standard designed to preserve the depth and personalization of its planning process as the company scales. By automating administrative work, Hazel is intended to help CFP® professionals use their time more effectively and continue to stay focused on their clients.
“Our commitment to client-first standards only works if our advisors have the bandwidth to bring their full attention to every client. Hazel protects that bandwidth by automating administrative tasks, so our CFP® professionals can stay focused on building plans that can meaningfully change outcomes for members,” said Adam Dell, CEO and Founder of Domain Money.
“Every tool we adopt has to answer one question: does this help our CFP® professionals serve members better,” said Adrianna Adams, CFP®, Head of Financial Planning at Domain Money. “Hazel does that by enabling our advisors to continue to prioritize planning depth and put clients first.”
“We’re excited about what Hazel can do for forward-thinking and growth-minded advisory firms, like Domain Money,” said Ken Vincent, Head of Business at Hazel. “Hazel is built to support advisors by streamlining the work around the client relationship so they can focus on what matters most.”
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