Lindsay takes her skills evaluating tech customer experiences and capabilities to Rossby and its partners
United Planners Selects Hamachi.ai as First Enterprise AI Partner
February 20, 20267 min
Brings compliant, advisor-ready generative artificial intelligence (AI) to its national network with enterprise governance and patent-pending data-protection controls
Exhibit A Announced its Launch
March 18, 20257 min
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors
New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform