Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: AdvisorHelpAI was founded by financial advisors and technology professionals with decades of real-world experience. We saw a common challenge across the industry: advisors inherit books of business, acquire retiring advisors’ clients, and continually add new relationships, making it increasingly difficult to provide every client with proactive, personalized service. We built AdvisorHelpAI to help advisors maximize the full potential of every relationship using intelligent AI that works continuously in the background.

How they describe their product/innovation: AdvisorHelpAI continuously reviews every client account whenever meaningful activity occurs. It analyzes client portfolios, recent communications, investment performance, risk tolerance, goals and objectives, and identifies opportunities such as accounts that have drifted from allocation, clients who have not been contacted recently, annuities out of surrender, insurance planning opportunities, and financial plans that may be off track.

Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks.

Contacts:

Bus. Dev. & Press: Michael Butler (National Sales Director), [email protected], 914-629-1733