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!!!
Share this article
FUSE 2018 – InterGen Demo
This video shows how we are using statistical data on life events, imported demographic and personal details from sources, along with AI machine learning to…
FinovateFall 2019 – InterGen Data Demo
2019 FinovateFall demo by Robert J. Kirk of InterGen Data’s DAVID “Digital Advice via Demographics”.
InterGen Data was selected to demo at FinovateFall 2019…
InterGen Data Announces New Client: Spectrum Healthcare Solutions
October 14, 2021 12:00 PM Eastern Daylight Time InterGen Data to provide “LS/LE” Life Stage and Life Event data to Spectrum Health…