Tag : client communications

Vanguard Unveils Generative AI Client Summaries for Financial Advisors
Analytics Artificial Intelligence Fintech News

Vanguard Unveils Generative AI Client Summaries for Financial Advisors

PR Newswire
by PR Newswire0
Vanguard launched its first client-facing Generative AI (GenAI) capability that equips financial advisors with efficient and personalized content for client communications. Vanguard’s Client-Ready Article Summaries produce customizable synopses of its top-read market perspectives tailored by financial acumen, investing life stage, and tone. It also generates the necessary disclosures to accompany the article......
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360
Business Digital Fintech InsurTech News

Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360

Fintech News Desk
by Fintech News Desk0
Vertafore, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies using AMS360®. Vertafore Client Communications, powered by Rocket Referrals, will help independent agencies build stronger relationships with their clients by equipping them with tools that enable more active and meaningful client......
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