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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 the most important data points
What are some of the learnings that you have made
How do I implement a solution to better engage
What is the future of the Advisor Desktop

Syntegra Partners with InterGen Data

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to Provide a Safe Way of Leveraging Healthcare Records to Predict Life Events Syntegra’s proprietary synthetic data engine can help…

ForwardLane Partners with InterGen Data for Life-Event Insights

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September 20, 2022 LAS VEGAS, NEVADA, UNITED STATES, September 20, 2022 /EINPresswire.com/ — ForwardLane, the AI-powered, Decision…

Wealth Science Podcast #6 – Robert Kirk from InterGen Data