YourStake

Last week, we covered the first of six themes for our AI Tech Map, Marketing and Content Creation tools. This week, we move to theme 2: Segmentation and Lead Optimization solutions. These tools are specialized to help advisors focus their efforts on the clients and leads with the highest value, preventing wasted time Discover how AI can revolutionize your client focus and prospecting efforts: - Find high-value leads that meet your conversion criteria with tools like Aidentified, Inc. and Catchlight. - Enhance client support through AI-powered alerts, segmentation, and chatbots. - Automate tasks and get next-best-action suggestions with platforms like CogniCor Technologies and Responsive AI. Our co-founder, Gabe Rissman, has heard this concern from advisors at every conference and industry event he's attended. That's why he's created a free resource: a curated AI Tech Map covering 6 primary use cases for advisor tech. Explore the YourStake Advisor AI Tech Map spotlight below or visit the full map here to view more companies: https://lnkd.in/eqB4hNqB We are also rolling out a newsletter exclusively on AI Solutions, so be sure to sign-up to join it on the page above. #FinancialAdvisors #AIRIA #AdvisorTech #YourStake

We're thrilled to announce that Broadridge Financial Solutions has partnered with us to bring our Values Questionnaire and data analytics to Broadridge's Wealth Aggregation and Insights platform, enabling advisors to provide hyper-personalized advice based on investors' core values. "At YourStake, our mission is to make values-based investing personalized, explainable, and transparent." - Gabe Rissman, Co-Founder and President Together, we're shaping the future of personalized wealth management. Discover more: https://lnkd.in/ex7AdaVb #InvestmentTechnology #WealthTech #SustainableInvesting #FinancialAdvisors

In the past two years, we've witnessed an explosion of AI tools capable of handling complex, unpredictable tasks that were previously time-consuming and error-prone. Financial advisors are currently leveraging AI across six primary use cases as framed by our co-founder, Gabe Rissman: Marketing + Content Creation Segmentation + Lead Optimization Compliance Notes + CRM Document Extraction Analysis Assistants But how do you break through the noise of what solutions have substance and others that feel like bolt-on applications of Chat GPT? That's why we've built our AI Tech Map to do exactly that, be your guiding process in evaluating and researching possible AI solutions in a curated way. View the map --> https://lnkd.in/eqB4hNqB

Happy Fourth of July from the entire team at YourStake! Wishing everyone a safe, relaxing, and celebratory day. We’re incredibly thankful for the opportunity giving to all of us to be dreamers, creators, and entrepreneurs. 🇺🇸 #FourthOfJuly #IndependenceDay

4 ways Advisor Core streamlines portfolio analysis and proposal generation for your practice.   Think of Advisor Core as your co-pilot for planning and proposal generation right on your desktop.   We use our blend of GenAI and OCR technology to generate accurate and relevant outputs based only on our data to ensure that they are entirely reliable so you can feel confident that the analysis you present to clients is hallucination-free.   In under 5 minutes and with only a few clicks, you're able to:  🔎 Extract a brokerage statement PDF into a downloadable Excel file. 📊 Analyze the uploaded statement using a benchmark or model portfolio. Personalize the analysis with our risk tolerance questionnaire and values preferences. ✍ Chat with the AI analyst to generate talking points for your next meeting, and gain deeper insights from portfolio comparisons. 🎨 Produce a client-ready proposal in minutes, personalized for them with the ability to further customize for your practice. Discover Advisor Core --> https://lnkd.in/eabjYTXE

You want to incorporate AI solutions into your tech stack but are not sure where to begin. Our co-founder, Gabe Rissman, has been asked this question every time he's met with advisors at conferences and industry events. He has put together a free resource: a curated AI Tech Map that covers the 6 primary use cases of specific advisor tech. This resource will help orient advisors to discover the right solution for their practice and problems. With a spotlight on the first theme: Marketing and Content Creation, we share just what solutions exist beyond ChatGPT and Anthropic from industry leaders like Snappy Kraken, and FMG to newer platforms such as AdvisorX AI and Wealth Management GPT. Explore the YourStake Advisor AI Tech Map spotlight below or visit the full map here to view more companies: https://lnkd.in/evwvqPJb #FinancialAdvisors #AIinFinance #AdvisorTech #YourStake

Can a software vendor convince you to consider their proposition in just 8-minutes? That's the challenge we've set the companies who are participating in our "Battle of the Tech" demos at #AIFA24! There's no time for them to waste - they need to show the best part of their service as quickly as they can, otherwise we cut them off (yes, we're that cruel 👿 ) Join us at the Artificial Intelligence in Financial Advice conference in London on 10 July to see what #AI tools are available to future-proof your financial advice business. For more information and to register visit https://lnkd.in/esgnBVRP

Here are the 4 top things you need to catch up on for YourStake and the industry in June. 1. A recent FINRA study about the percentage of clients who trust both Advisors and AI, the results were shocking! 2. We recently launched the Advisor AI Tech Map 3. In case you missed the news, Apex Fintech Solutions and YourStake are off to build a new paradigm of AI-First Technology through APIs 4. Magic Ticker Fill is out for Advisor Core users! Let's dive in, click below! #WealthManagement #AIinFinance #FinTech #AdvisorTech

Mastering Prospect Conversion: How AI is providing the through-line for higher win rates. Every Advisor knows that converting prospects into clients is crucial for the growth and success of the practice, but often it can be immensely difficult to bring a repeatable process that is flexible and personalized to each prospect. AI-powered tools are revolutionizing this process, allowing advisors to provide more value in less time. Key strategies for effective prospect conversion: 1. Streamline your discovery process using AI-powered data extraction and analysis. 2. Demonstrate value early by providing quick, high-level portfolio insights. 3. Personalize your approach with AI-assisted risk tolerance and values alignment tools. 4. Reduce turnaround time between meetings and proposals from days to minutes. 5. Present with confidence using data-driven, customizable presentations. Advisor Core, an AI-powered extraction, analysis, and proposal generation tool empowered with AI, can help implement these strategies efficiently and effortlessly. By focusing on these areas, advisors can significantly improve their prospect-to-client conversion rates while enhancing the overall client experience. See how 👉 https://lnkd.in/eabjYTXE #FinancialAdvisors #AIinFinance #PracticeGrowth

When was the last time you witnessed magic at your desk? We recently unlocked one of the most powerful tools within Advisor Core that effortlessly fills in the gaps when you upload a statement without tickers in it: Magic Ticker Fill 🪄 In one click, our system identifies and aligns the closest publicly traded tickers with your unmatched holdings—including stocks, mutual funds, ETFs. Learn how this feature, among many others, can help you generate insights faster using our latest OCR and AI technology. Now you two can be a wizard of workflows, see how: https://lnkd.in/egQmTwwh