WealthManagement.com |
Redtail Injects 'Artificial Intelligence' Into Its CRM
WealthManagement.com Billed as artificial intelligence, the new feature will provide advisors with three specific, actionable feedback buckets: sentiment, keyphrases and entities, or tags, such as specific types of investment accounts. The project, developed primarily from ... Redtail Technology Adds Artificial Intelligence to Advisor CRM |
Thursday, October 18, 2018
Redtail Injects 'Artificial Intelligence' Into Its CRM - WealthManagement.com
