What’s happening at Betterworth…

A JD Power study found that 87% of consumers are interested in financial advice, but only 33% of these consumers have their financial needs met.

Some say that’s a big problem, but we see a big opportunity.

Our AI platform enables financial institutions, through their advisors, to provide personalized interactions and advice at an efficient price point, which traditional methods can’t do effectively today.

btw…

The same study also found customer satisfaction surges when advisors get the advice formula right and we know, higher satisfaction translates into more business.

Talk to Betterworth today – we can help.