Highlights

• Monitor daily news mentions and wealth triggers to stay up to date on important key events and changes affecting your clients.
• Boost your advisors' search for new clients by setting up alerts based on territory, served client type(s), and other customized parameters.
• Incorporate client-specific signals and valuable content into your workflow from the public domain, your firm. Establish relevant criteria for your marketing strategy, focus regions, and client types with public and proprietary global corporate data. Integrate daily, artificial intelligence (AI)-derived content such as public web news, event triggers, and relationships via a multifunctional, configurable API.