Capitalize Introduces Liza™ AI to Make Retirement Account Transfers Faster, Smarter, and More Automated
New enterprise-grade AI solution is built on Capitalize’s proprietary 401(k) rollover platform to drive better outcomes for financial institutions, recordkeepers, advisors, and their customers Capitalize, the industry’s leading infrastructure for retirement account transfers, announced Liza™ AI, an enterprise AI solution built specifically for 401(k) rollovers and other transfers. Liza can......
