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Finantix adds AI-driven advice tool to deliver personalisation for a broader clientele

Finantix said it has integrated “Next Best Action” — an AI-driven financial advisory tool — to its product suite, in a bid to serve a broader clientele beyond HNWIs. Through data mining from multiple sources, the new tool automatically generates product and client ideas for wealth managers, relationship managers, and financial advisors. This removes the need for manual collection and…

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