Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide
John O’Connell joined AdvisorEngine’s Ned Dane and Suleman Din for this insightful webinar titled: ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar provided an overview of The Oasis Group’s Peaks Research for AI Prospecting Tools and highlighted key findings, offering advisors valuable insights into how AI prospecting tools perform in real settings.
If your firm is exploring AI solutions to streamline prospecting, strengthen client engagement, and stay competitive, this webinar will offer valuable, data-backed insights.
Topics covered include:
- An overview of the research The Oasis Group performed to analyze AI Prospecting Tools in the wealth management sector
- Key findings that offer valuable insights into the effectiveness of these tools and how AI helps firms attract the right prospects and improve conversion rates
- How to think about exploring solutions that enhance engagement without compromising security, compliance, or data integrity
