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Six Finovate alums innovating in fields ranging from life event planning to small business lending are among the 34 startups that will parti
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Everyone knows the saying “life happens.” What if your bank, or financial advisor, or even insurance company could help you prepare for those intangible moments? Robert Kirk, CEO and Founder of InterGen Data discusses how his company is helping people leverage the…
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In this interview for T3, Robert Kirk, CEO of InterGen Data gives his insights into T3 2019 Enterprise Conference and talks about the Future of the Advisor and the next wave of financial services. Rob also discusses the importance of how predictive life events, using AI, can be used to help advisors calculate and forecast their…
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InterGen Data’s demo at Finovate was recently mentioned in The Green Sheet. A copy of the original article “Finovate ventures beyond banking, payments” by Dale Laszig can be found http://www.greensheet.com/breakingnews.php?article_id=2299.
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InterGen Data was recently featured in proactive advisor magazine.
A copy of the original article “Is artificial intelligence the future of financial planning?” by Katie Kuehner-Herbert can be found http://proactiveadvisormagazine.com/is-artificial-intelligence-the-future-of-financial-planning/.
Industries across the spectrum are now finding ways to leverage artificial intelligence to better serve their customers—the financial-planning industry… Read More
In this video, Robert Kirk, Founder and CEO of InterGen Data, an artificial intelligence provider for financial services, demonstrates the AMAZON ALEXA Voice Integration with United Planners app “UP’s Digital Advisor” at Joel Bruckenstein’s T3 Technology Tools for Today Enterprise Conference in Las Vegas, NV on October 23, 2018.
During the live demonstration, Kirk…
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Financial Planning’s : In|Vest West Conference
Digital Engagement – Post Account Opening Panel Discussion
Host – Jud Mackrill
Panelist 1: Mark Richards
Panelist 2: Robert Kirk
Panelist 3: Dan Cunningham
He will hit them questions such as;
What is Digital Engagement
What are…
Investment News Interview on InterGen Data and the role of AI for the Advisor
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During this interview, you will hear a short clip on what Joel believes are innovations you need to have in your firm.
Help Shift
InterGen Data
MoneyGuide Pro
More to come at the 2019 T3 Advisor Conference!!!
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