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INDUSTRY INSIGHTS





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





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





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





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





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






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