Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide

John O’Connell will join AdvisorEngine’s Ned Dane and Suleman Din for an insightful webinar on Thursday, November 20th at 2pm ET titled ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar will provide an overview of The Oasis Group’s Peaks Research for AI Prospecting Tools and highlight 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 will 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