The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
The Oasis Group recently released the fourth study of their Peaks Research series, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions.
The Peaks Research on AI Prospecting Tools, sponsored by AdvisorEngine and available now for free download, is a comprehensive report that analyzes the five leading AI Prospecting Tools: Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed. This research assesses how these applications perform in real-world advisory environments, their integration with existing technology stacks, and their ability to support financial professionals in delivering personalized, high-value client service.
Click the link below to read the full news release in Yahoo! Finance.
