Investor engagement at the speed of AI
Nurture your clients like never before. All without lifting a finger.
88Alpha is the first AI engagement assistant for financial advisors, helping you grow your practice by reaching the right investor clients at the right moments with personalized communication at scale.
88Alpha helps identify key investor conversations by evaluating your client list against up-to-the-minute market news and performance, prioritizing which investors to engage with and generating individualized messaging and investment ideas tailored to them.
65% of financial advisors say they could get more leverage from technology tools.
You know which investors drive your business, but you can afford to ignore the rest of your book. Leverage 88Alpha to make every client feel connected, even when you’re not.
Spend more time on what mattersMoney gets passed down. Relationships don’t.
Simply by retaining women as clients, financial advisory firms could see one-third higher revenue potential.
As women outlive their spouses and partners, they will control $30 trillion in assets by 2030. Yet, 70% of female clients leave their financial advisors within one year of their spouse’s death, largely because they aren’t appropriately engaged.
Just 38% of investors say financial advisors are a multigenerational resource for their family.
Go beyond the 15% retention rate when wealth is passed down with 88Alpha.
Try 88Alpha Today
Learn more about how our AI-powered engagement solutions can transform your relationship with investors.
