Learn More About Your Clients

April 24, 2019


Personalized Content Recommendations

Based on the content your clients/prospects read, we provide AI content recommendations to help you deepen relationships and provide targeted personalized communications.


Intelligent Topic Pattern Prediction

Whether it’s managing debt or retirement planning, learn what topics your clients care about before going into client meeting or call to tailor your conversation.


Discover Opportunities From Content Analytics

Every piece of content from your library provides you with valuable data. See which clients has read the article and other clients who may also be interested based on their reading patterns.


Identify Client Segments Based On Reading Patterns With Our Smart List

AI created Smart Lists will auto segment your clients based their consumption patterns (high net worth, retiree, etc.) allowing you to further provide them with tailored communications.