The future of sales is AI personal
Nurture your clients like never before – with the power of AI.
88Alpha is the first AI engagement platform 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.
More time on what mattersMoney gets passed down. Relationships don’t.
“The $124 trillion Great Wealth Transfer is here. Financial advisors are bracing for big change.”
As Baby Boomers pass away, $124 trillion in assets will change hands by 2030. Yet, 80% of heirs financial advisors when wealth is passed down – 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.
