Vestorly raises its game with artificial intelligence

Vestorly, a company whose platform allows advisers to sift through content to share with clients, is using the $4.1 million in fundraising it recently secured to implement artificial intelligence technology to its services. With this type of AI technology, algorithms will assist advisers in curating content relevant to their clients, helping advisers save six hours a week in work hours, said Justin Wisz, co-founder and chief executive of Vestorly. The company recently launched Vestorly Suggestions, an automated email that provides advisers with articles they may want to share with clients and prospects. It does this with algorithms that cross reference a message advisers want to send to a client with search engine results and what clients are interested in. “The way we position it is, marketing online can seem daunting,…


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