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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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This New Software Can Predict Your Clients' Next Moves

We haven't created software to predict market movements (yet), but market movements are driven by human behavior. And in that regard, the tech industry has made big strides.

This RIA Intel article examines new software that may be able to predict when clients will leave with 95% accuracy.

[Read The Article]

 

Craig Hall
Craig Hall
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.

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