Wednesday, October 9, 2024
HomeWealth ManagementRaymond James provides AI-driven monetary planning device

Raymond James provides AI-driven monetary planning device


SAM’s proprietary algorithm makes use of client-specific information to suggest and rank methods tailor-made to every monetary scenario, providing clear suggestions that illustrate the influence of every resolution on particular person targets and the general monetary plan.

Jennifer Hodgson, senior vp and head of Wealth Options at Raymond James Ltd., emphasised that serving to Canadian traders obtain monetary targets is central to the agency’s client-centric method.

Hodgson additionally acknowledged that Raymond James’ Service 1stSM philosophy drives the long-term success of each shoppers and advisors. Hodgson believes that Conquest’s instruments will allow deeper consumer engagement and assist monitoring progress in the direction of monetary targets.

Conquest’s adaptable software program is designed to regulate to shoppers’ altering circumstances, priorities, and threat tolerances. Advisors can present ‘good’ recommendation to shoppers by means of an intuitive interface that features embedded monetary literacy info.

Brad Joudrie, chief income officer at Conquest, famous that the partnership will present Canadian traders with personalised steerage, serving to them navigate monetary uncertainties and obtain their aspirations.

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