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AdvisorAI and 401kAI Tools for Financial Advisors with Daniel Satchkov
Manage episode 375546374 series 2892948
コンテンツは Impact Communications, Inc. and Impact Communications によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Impact Communications, Inc. and Impact Communications またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov, Co-Founder and President of RiXtrema, a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science.
Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™.
401kAI is a tool for advisors to use as they court and seek to win the business of plan sponsors. It contains detailed data on 850,000 retirement plans, with full information on all current laws, regulations, and legal cases, and is integrated with compliance tools. 401kAI can summarize dozens of plans with one click, help write custom emails for the plan, and create effective calling pitches for a plan.
AdvisorAI is a tool for advisors to improve productivity with portfolio analysis and creation of custom emails and calling pitches. The tool summarizes all aspects of portfolio risk in one click, creates custom emails for each lead, learns in detail about each lead’s financial situation, knows services the advisor can offer to get a meeting, and is integrated with their compliance tools.
Learn more about Daniel, RiXtrema, 401kAI™, and AdvisorAI™ at RiXtrema.com
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