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Digital Life Series Frencesca McLin

Interview with Francesca McLin, Chief Product Officer

Marketing automation for financial advisers who care about meaningful connections – Imagine Better Prospects and Delighted Clients

INTERGEN DATA DEMO - 2018 T3 ENTERPRISE CONFERENCE

INTERGEN DATA DEMO – 2018 T3 ENTERPRISE CONFERENCE

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In this video, Robert Kirk, Founder and CEO of InterGen Data, an artificial intelligence provider for financial services, demonstrates the AMAZON ALEXA Voice Integration…

InVest West - Digital Engagement Post Account Opening

https://capture.dropbox.com/InRjgq6tqYZQZRaE

Financial Planning’s : In|Vest West Conference
Digital Engagement – Post Account Opening Panel Discussion
Host – Jud Mackrill
Panelist…

T3 Technology Tools for Today | InterGen Data

Using AI to Understand Clients (Investment News Interview)

Investment News Interview on InterGen Data and the role of AI for the Advisor