Advice firm Advanta Wealth has become a new client of Multiply AI with the aim to “revolutionise” the annual review process.
Advanta Wealth has partnered with the financial advice technology provider to embarking on an "innovative project" to "transform" the annual review journey for clients and advisers. This initiative will showcase the potential for broader digitisation within Advanta's wealth management journey, Multiply AI said. The Multiply AI solution, powered by generative artificial intelligence, should deliver automation to the annual review process for both clients and advisers. The firm said clients will benefit from a user-friendly, branded interface to update their financial information and...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
