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INSIGHTS

Keep up with the latest VRGL news & more





INDUSTRY INSIGHTS
THE ULTIMATE GUIDE TO ACCELERATING CLIENT ACQUISITION FOR FINANCIAL ADVISORS

20 JUNE 2024

This comprehensive guide presents strategies, tools, and processes that you can leverage to accelerate your firm's client acquisition process.

FULL ARTICLE


VRGL ADDS RISK TOLERANCE CAPABILITIES TO ITS INDUSTRY LEADING INVESTMENT PROPOSAL MANAGEMENT


21 MAY 2024

VRGL's Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational requirements. Press the icon below to access the full press release.

PRESS RELEASE





CASE STUDY

VRGL POWERS STONEBROOK PRIVATE TO ACCELERATE THE CLIENT ACQUISITION PROCESS BY 50% 

11 APRIL 2024

Since implementing VRGL, Stonebrook has accelerated their client acquisition process, securing a $1.6 million account in just two meetings. Overall, Stonebrook has experienced a 50% decrease in the time from initial outreach to client onboarding, as well as significant time and resource savings throughout their operations.

FULL STORY



A CONVERSATION WITH CITYWIRE RIA
ACCELERATING CLIENT ACQUISITIONS

28 FEBRUARY 2024

Co-founder & CEO for VRGL, Josh Smith, sat down with CityWire RIA to discuss how personalization and technology are key to accelerating client acquisitions.

FULL INTERVIEW






INDUSTRY INSIGHTS
MEET THE CHARACTERS: ANDREW (YOUNG PROFESSIONAL) & JOHN (FINANCIAL ADVISOR)

28 NOVEMBER 2023

Meet Andrew, a young professional, and John, a financial advisor who wants to help Andrew make the best possible decisions for his financial wellbeing!

FULL STORY


STEWARD PARTNERS SELECTS VRGL TO HELP DRIVE CLIENT ACQUISITION AND PROPOSAL MANAGEMENT PROCESS


6 NOVEMBER 2023

By selecting VRGL, Steward Partners aims to provide a single, compliant source for proposals related to new client acquisition and further increase organic growth through speed to market, added personalization, and clear differentiation in the marketplace. Press the icon below to access the full press release.

PRESS RELEASE

VRGL ANNOUNCES LAUNCH OF TRAILBLAZING CLIENT TRANSITION AND PROPOSAL MANAGEMENT OFFERING

11 SEPTEMBER 2023

"Much more than just a pretty picture on a page, we are excited to introduce our enhanced Client Acquisition tool" said Josh Smith, Co-founder & CEO at VRGL. "We've already seen significant client acquisitions occur leveraging VRGL's platform and we expect this only to increase with our new capabilities." Press the icon below to access the full press release.

PRESS RELEASE





CASE STUDY
VRGL PARTNERSHIP ENABLES NILSINE PARTNERS, A DYNASTY NETWORK FIRM, TO TRANSITION TWO 7-FIGURE CLIENTS

6 SEPTEMBER 2023

Since implementing VRGL in their prospecting process, the Nilsine team has built trust faster by introducing VRGL and relevant data and analytics earlier in the prospect conversation leading to successful client acquisitions, including two 7-figure clients.

FULL STORY

VRGL PARTICIPATES IN THE INAUGURAL AI & AUTOMATION SUMMUT WITH PULSE360, FP ALPHA, AND REDTAIL

20 JULY 2023

Co-founder and CEO at VRGL, Josh Smith, participated in the inaugural AI & Automation Summit on July 12th with Pulse360, FP Alpha, and Redtail. In addition to a panel discussion exploring the distinctions between technologies like generative AI, machine learning and robotic process automation, the summit took attendees on a prospect journey facilitated by AI-powered tools currently available from the participating companies.

WATCH NOW





INDUSTRY INSIGHTS
MEET THE CHARACTERS: LINDA (RETIREE) & JOHN (FINANCIAL ADVISOR)

15 JUNE 2023

Meet Linda, a woman who will soon be retiring, and John, a financial advisor who wants to help Linda make the best possible decisions for her financial wellbeing!


FULL STORY





CASE STUDY
RITHOLTZ WEALTH MANAGEMENT USES VRGL TO DRIVE GROWTH AND ENHANCE PROCESSES

1 JUNE 2023

Say goodbye to the tedious and manual process of extracting and analyzing statements. RWM recognized this pain point and joined forces with VRGL to enhance their operations and drive growth. Discover how RWM secured a $17 Million-dollar client by delivering exceptional results and expediting the decision-making process.

FULL STORY





INDUSTRY INSIGHTS
HOW TO CREATE WINNING PROPOSALS: 3 TIPS FOR FINANCIAL ADVISORS

15 MAY 2023

In this article, we'll discuss three ways to set yourself apart and make a lasting impression on your clients.

FULL ARTICLE

CO-FOUNDER & CEO JOSH SMITH DEMONSTRATES VRGL AT EXCHANGE ETF

16 FEBRUARY 2023

Co-founder & CEO Josh Smith demonstrates VRGL during the "AdvisorTech Expo - Breaking the Mold" session at Exchange ETF 2023.


WATCH NOW

ANNOUNCING OUR SOC 2 TYPE 1 CERTIFICATE

10 JANUARY 2023

VRGL announces Soc 2 Type 1 Certificate.

FULL ARTICLE

CO-FOUNDER & CEO JOSH SMITH PRESENTS AT MISSIONOG'S ANNUAL INVESTOR MEETING

17 NOVEMBER 2022

"We saw a real opportunity to add a quantitative arrow in the quiver, by actually bringing analytics to the front end of the client engagement process," said Josh Smith.

VIDEO

VRGL CO-FOUNDER & CEO JOSH SMITH SAT DOWN WITH HOST MATT BROWN ON THE MATT BROWN SHOW

1 NOVEMBER 2022

VRGL Co-founder & CEO Josh Smith sat down with Matt Brown on the Matt Brown Show series, "Built in Texas", to discuss how VRGL is solving a $500M a year problem for financial advisors.

PODCAST

CANOE INTELLIGENCE ENABLES VRGL TO STREAMLINE MULTI-ASSET ANALYSIS FOR WEALTH MANAGEMENT CLIENTS

19 OCTOBER 2022

VRGL's partnership with Canoe allows wealth managers with access to relevant traditional and alternative investment data and portfolio analytics to communicate their unique value to prospective and current clients. Press the icon below to access the full press release.

PRESS RELEASE





MEET THE TEAM

WHITNEY WEAVER, CHIEF TECHNOLOGY OFFICER AT VRGL

7 OCTOBER 2022

Q&A interview with Chief Technology Officer, Whitney Weaver.

MEET WHITNEY

2022 FUTURE PROOF FESTIVAL RECAP


21 SEPTEMBER 2022

Click the link below to see a recap of the VRGL team's favorite moments from the 2022 Future Proof festival.

EVENT RECAP

VRGL ANNOUNCES $15M SERIES A FUNDRAISING ROUND LED BY MISSIONOG AND FINTOP CAPITAL

30 AUGUST 2022

"As investors in Josh's prior company Solovis, we are thrilled to be partnering with him and this management team again" said Rick Kushel, co-founder and Managing Partner at FINTOP Capital. "Tech-driven transparency is long overdue in wealth management, and there's no better team to deliver it." Press the icon below to access the full press release.

PRESS RELEASE





INDUSTRY INSIGHTS
HARNESS TECHNOLOGY TO BETTER THE WEALTH MANAGEMENT CLIENT EXPERIENCE

19 AUGUST 2022

Data Scientist at VRGL, Joseph Wang, explores how technology can be harnessed to better the wealth management client experience in latest article for the Finance Derivative.

FULL ARTICLE



IN THE PRESS
ASSET-MAP ANNOUNCES ADVICETECH.LIVE 2022 AGENDA, BENEFACTORS, AND SPONSORS

12 AUGUST 2022

VRGL is recognized as a sponsor for Asset-Map's annual AdviceTech.LIVE virtual event taking place on September 29th.

PRESS RELEASE



A CONVERSATION WITH WEALTH PROFESSIONAL
HERE'S HOW TO DRAW NEW CLIENTS INTO THE FOLD MORE QUICKLY

5 AUGUST 2022

Co-founder & CEO for VRGL, Josh Smith, sat down with Noelle Boughton from Wealth Professional to discuss how to draw new clients into the fold more quickly.

FULL ARTICLE

VRGL AND BRIDGEFT PARTNER TO STREAMLINE PORTFOLIO ANALYSIS FOR WEALTH MANAGERS

2 AUGUST 2022

VRGL's partnership with BridgeFT will provide an integrated, front-to-back analytics and portfolio management suite that allows wealth management organizations to enhance transparency and deliver a new level of client and prospect interaction and engagement. Press the icon below to access the full press release.

PRESS RELEASE



A CONVERSATION WITH AUTHORITY MAGAZINE
FIVE THINGS YOU NEED TO CREATE A HIGHLY SUCCESSFUL STARTUP

1 AUGUST 2022

Co-founder & CEO for VRGL, Josh Smith, sat down with Tyler Gallagher for Authority Magazine to discuss Five Things You Need To Create A Highly Successful Startup

FULL INTERVIEW



IN THE PRESS
FUTURE PROOF'S FINTECHX DEMO FINALISTS

27 JULY 2022

VRGL is selected as a top 10 finalist presenter for the inaugural Future Proof FintechX Demo Drop.

PRESS RELEASE




VRGL CO-FOUNDER & CEO JOSH SMITH JOINED TOM ALLEN ON THE AI JOURNAL LINKEDIN LIVE

1 July 2022





MEET THE TEAM
SNOW WANG, SR. DATA SCIENTIST AT VRGL

10 JUNE 2022

Q&A interview with Sr. Data Scientist, Snow Wang.

MEET SNOW





INDUSTRY INSIGHTS
WEALTH MANAGEMENT IS A TECH LATE BLOOMER, BUT AI WILL CHANGE THAT

3 JUNE 2022

Data Scientist at VRGL, Joseph Wang, explores how artificial intelligence (AI) is changing the wealth management industry in latest article for the Global Banking & Finance Review.

FULL ARTICLE






INDUSTRY INSIGHTS
HOW ARTIFICIAL INTELLIGENCE CAN STREAMLINE WEALTH MANAGEMENT

31 MAY 2022

Senior Data Scientist at VRGL, Snow Wang, discusses how artificial intelligence (AI) can streamline wealth management in latest article for The AI Journal.

FULL ARTICLE


A CONVERSATION WITH THEWEALTHNET
ADOPTING TECHNOLOGY - IS THERE AN URGENCY?

16 MAY 2022

Co-founder & CEO for VRGL, Josh Smith, sat down with Isabel Baxter from thewealthnet to discuss artificial intelligence and machine learning in wealth management.

FULL ARTICLE






INDUSTRY INSIGHTS
22 QUOTES ON THE FUTURE OF MONEY: WHAT EXPERTS ARE SAYING

4 MAY 2022

Co-founder & CEO for VRGL, Josh Smith, comments on how fintech will impact the future of money in latest article for Fintechly.


FULL ARTICLE





MEET THE TEAM
JESSE GUREVICH, CHIEF OF STAFF AT VRGL

18 APRIL 2022

Q&A interview with Chief of Staff, Jesse Gurevich.

MEET JESSE

VRGL CO-FOUNDER & CEO JOSH SMITH SAT DOWN WITH HOSTS MICHAEL & BEN ON THE ANIMAL SPIRITS PODCAST

11 APRIL 2022

VRGL Co-founder & CEO Josh Smith sat down with Michael Batnick and Ben Carlson on the Animal Spirits Podcast to discuss how the VRGL platform harnesses the power of machine learning and artificial intelligence to shorten time to revenue by 50% or more.

PODCAST





MEET THE TEAM

HILLARY MURRAY, SR. SALES EXECUTIVE AT VRGL

30 MARCH 2022

Q&A interview with Sr. Sales Executive, Hillary Murray.



MEET HILLARY

VRGL ANNOUNCES THE LAUNCH OF REVOLUTIONARY WEALTH MANAGEMENT TECHNOLOGY PLATFORM

22 MARCH 2022

VRGL launches advanced platform to bring the power of institutional-grade analytics to retail wealth management firms. Press the icon below to access the full press release.

PRESS RELEASE

READY TO ADD A "WOW" TO YOUR PROPOSAL PROCESS?