Altruist Launches Hazel AI Platform for Wealth Advisors
September 9, 20255 min
Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity
Total Expert Announces Voice AI Sales Assistant Purpose Built for Mortgage Lending
June 10, 20257 min
Agentic technology helps lenders scale growth and improve customer retention by boosting engagements, conversions, and productivity
AdvizorPro Unveils TrafficIQ for Real-Time RIA Interest Data
April 8, 20254 min
Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively
The new integration application empowers financial institutions to access core banking data, streamline account holder interactions, and enhance service delivery directly within Zoom’s Contact Center