Artificial Intelligence

FLX AI helps asset and wealth managers efficiently target client segments and better identify who to talk to, what to say and why. The platform dramatically accelerates productivity and meaningful engagement between you and your target clients by providing:

  • Personalized insights
  • Growth and retention signals
  • Automated data analysis

Using advanced technology, FLX AI automates 80-90% of data analysis, processing CRM, custodial, and market data to gather insights. It offers superior personalization and precise targeting and ensures that clients receive on-demand, seamless, targeted insights.

With FLX AI, you can proactively reach out to the right client, at the right time, with the right message, saving you valuable time to build more meaningful relationships.

FLX AI Fact Sheet READ