Spend more time on what matters.
A44 – investor engagement at the speed of AI
Nurture your clients like never before – all without lifting a finger.
A44 is an AI engagement assistant for financial advisors that helps you grow your practice by reaching the right investor clients at the right moments, especially as the market moves.
A44 helps identify key investor conversations by evaluating your CRM data against up-to-the-minute market news and performance, prioritizing which clients to engage and generating individualized messaging and investment ideas tailored to them.
65% of financial advisors say they could get more leverage from technology tools.
Money gets passed down. Relationships don’t.
Simply by retaining women as clients, financial advisory firms could see one-third higher revenue potential.
As women outlive their spouses and partners, they will control $30 trillion in assets by 2030. Yet, 70% of female clients leave their financial advisors within one year of their spouse’s death, largely because they aren’t appropriately engaged.
Just 38% of investors say financial advisors are a multigenerational resource for their family.
Go beyond the 20% family retention rate when wealth is passed down with A44.
Try A44 Today
Learn more about how our AI-powered engagement solutions can transform your relationship with investors.
