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TECHNOLOGY PROVIDERS Artificial Intelligence
ATLAS POINT
Atlas Point’s latest Platform Enhancements is built into three key solutions: 1. Client BeFi Insights™ surveys with real-time behavioral insights, client insights (e.g., who is most worried, client segmentation, and related personalized recommendations), 2. Agile FP Library™ teeing up the next best action (based on the Financial Professional's behavioral persona and business goals), and 3. Enterprise Intelligence (including optimization engine for an organization). The AI-powered insights Atlas Point enables financial service firms to consistently deliver a personalized client experience at scale with a AI-Powered Business Insights
complementary, low-code solution. The Atlas Point team consists of Liz Strait PhD, Head of Behavioral Science, Carsten Erner, PhD, Head of Data Science, and Lamar Pierce PhD, Chief Behavioral Strategist & Professor at Washington University.
Atlas Point® provides financial services firms and their professionals (Financial Professionals) with a proprietary, innovative, AI-powered platform. Thus, enabling them to better personalize and deepen human connections at scale, leading to maximum efficiency. At Atlas Point, we believe that when people can express how they think and feel about their money, they are more engaged, empowered, and open to meaningful and productive financial conversations. Our platform makes it easy for Financial Professionals to implement behavioral solutions through data-driven insights and AI-powered recommendations, The platform integrates with software providers such as Redtail, Wealthbox, and BlackDiamond. With client BeFi Insights, a Productivity Library, and Enterprise Intelligence offerings, Atlas Point provides financial service firms with valuable tools to personalize client interactions with efficiency and scalability. By leveraging the power of AI and our deep understanding of behavioral finance, we help Financial Professionals accelerate relationships, which is evidenced through faster close rates, asset consolidation, and more referrals.
174 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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