Entries by Ryan Scott

Robo 2.0, Your Torrid Behavioral Finance Fantasy Comes True

Yesterday, my friend shared a link to a new artificially intelligent personal assistant that can communicate independently with clients. Her name is Amy and she is superwoman compared to Siri. Unlike Siri, Amy can work independently, multi-task, make her own decisions and can even teach herself to emotionally connect with others based on their digital […]

Financial DNA, the All-in-One Behavioral Finance Platform

Communication Styles, Behavioral Biases, and Risk Profiles will soon power your CRM with the Financial DNA App for Salesforce. Review the slide share below to see the features of our newest CRM integration. About the process: 1. A 20-minute time commitment for clients Identify the complete financial personality of your client in 1 simple, web-based […]