Couplr.ai Partners with InterGen Data to Drive Organic Growth, Advisor Productivity, Client Retention, and Revenue
Partnership adds Life Event Predictive capability to enable banks, financial service firms, and insurers to identify clients nearing major financial decisions Couplr.ai, the AI-powered advisor-matching platform adopted by leading financial firms and broker-dealers, today announced a strategic partnership with InterGen Data Inc. to embed predictive Life Event Intelligence directly into......