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
InterGen Data, Inc. wins “3rd Place” in UBS 2021 Future of Finance Challenge “Reimagining Investing”
October 29, 2021 12:00 PM Eastern Daylight Time Reimagining Investing Helping clients invest is the essence of what we do. In today’s…
How Insurance Companies Can Leverage AI to Build Empirically Defensible Data Sets, with Robert Kirk
Robert Kirk, Founder & CEO of InterGen Data, discusses how data can identify systemic risk and help defend advisor recommendations. With Craig Iskowitz, Founder &…
How AI-Based Life Event Prediction Helps Advisors Improve Their Financial Planning, with Robert Kirk
Robert Kirk, Founder & CEO of InterGen Data, discusses how data can predict when life events, specifically around critical illnesses, are likely…