Envestnet blog: financial technology insights and perspectives

Client discovery is the process of getting to know a new client and their needs. The more useful data you are able to collect, the better you are able to build deep, trusting, business-building relationships with your clients.

Delivering personalized service to your clients is great, but it won’t help you grow your business unless you can do it at scale. A powerful tech stack can ensure you have the capacity to serve both your clients today and the ones you’ll win tomorrow.

AI has the potential to dramatically improve data analysis, client service, and marketing efforts within the financial services industry.