AI Prospecting Tools 101: The Advisor's Guide

Join us for an in-depth discussion of The Oasis Group’s latest research on Artificial Intelligence (AI) Prospecting Tools. This webinar will explore how AI is transforming the way RIAs, Broker-Dealers, and financial advisors identify, connect with, and convert prospective clients. Listen in for an exciting conversation around the research and key findings.

If your firm is exploring AI solutions to streamline prospecting, strengthen client engagement, and stay competitive, this session will offer valuable, data-backed insights.

Topics covered will include:

• An overview of the research The Oasis Group performed to analyze AI Note Takers in the wealth management sector
• Key findings that offer valuable insights into the effectiveness of these tools and how AI helps firms attract the right prospects and improve conversion rates
• How to think about exploring solutions that enhance engagement without compromising security, compliance, or data integrity

Speakers:

• John O'Connell, Founder and CEO, The Oasis Group
• Raj Madan, CIO, AdvisorEngine
• Ned Dane, Chief Growth Officer, AdvisorEngine
• Suleman Din, Advisor Intelligence Lead, AdvisorEngine