FinovateSpring 2016 Live Blog – Day 2
William Mills
MAY 11, 2016
From my understanding of their offering they let mid to large financial planners/consultants utilize state-of-the-art data tools in real time coupled with NLQ AI for a better customer experience, allowing a financial planner to do a better job for more clients in less time. Blake Wood (SVP & Director, Program Innovation).
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