88% of financial advisors and asset managers view the?current process of fund discovery, diligence, and distribution as?friction-filled.? However, with our version 3, you will be able to: ? Efficiently raise AUM. ? Prioritize prospects. ? Get actionable insights before your meeting(s), and lots more. Visit assetlink.ai to get started.
ASSETLINK
科技、信息和网络
New York，New york 2,679 位关注者
2023 WM Industry Award Finalist | 2023 ThinkAdvisor Innovation Award Finalist | 2023 Investment News Award Winner
关于我们
AssetLink (fka DFD) is a vertical AI company, that unlocks the data for the wealth management ecosystem. Our mission is to provide intelligence, where firms need it, to increase efficiency and allow them to grow faster than ever before. AssetLink leverages patent pending technology to make investment firms data AI ready. Using AI to unlock the power of firm’s data have uncovered use cases from client relationship intelligence, next best action, sales enablement, investment diligence and distribution intelligence for some of the largest firms in the industry.
- 网站
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https://assetlink.ai
ASSETLINK的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 2-10 人
- 总部
- New York，New york
- 类型
- 私人持股
- 创立
- 2021
- 领域
- data、ai、business development和lead generation
地点
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主要
获取路线
US，New york，New York，10016
ASSETLINK员工
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Iván Campa?a Naranjo
Full Stack Software Engineer | React.js | Node.js | Python
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Devon Drew
Founder & CEO | 2024 Ten to Watch | 23’ & 24’ Wealthies Award Finalist | 2023 ThinkAdvisor Award Finalist | 2023 Investment News Award Winner | 2022…
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Abimbola Adekunle
Marketing Executive | Digital Marketing Specialist | Marketing Manager
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Candice Josef
we are a data-driven,tech platform connecting asset managers and wealth managers to their next clients
动态
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The upcoming week will see close attention paid to earnings reports and U.S. retail sales numbers, as they are expected to provide insights into the strength of the economy and its potential impact on Federal Reserve interest rates. The European Central Bank is anticipated to announce a quarter-point rate cut, while China is set to release third-quarter growth figures. Additionally, oil prices are expected to stay unpredictable due to demand disruptions and heightened geopolitical tensions. Here's your look at what's happening in markets for the week ahead.
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Our CEO, Devon Drew, had the pleasure of speaking at the inaugural Financial Planning Advise AI conference in Las Vegas!
Founder & CEO | 2024 Ten to Watch | 23’ & 24’ Wealthies Award Finalist | 2023 ThinkAdvisor Award Finalist | 2023 Investment News Award Winner | 2022 Top 10 FinTech by Future Proof
Thank you Financial Planning for allowing me to discuss the importance of ‘Good Clean Data’ with Andrew Brzezinski, PhD, CFA, Oleg Tishkevich and Daniel Catone, moderated by Tim Welsh, CFP. Key take aways: - First step in your AI journey is identifying clear use cases - Make sure you have a uniform data governance policy - Trust remains a significant barrier with data provision and AI - If you haven’t started unifying your data in a trusted data lake… now is the time What wasn’t covered, but is an important aspect of clean data, is the real cost of data storage, which I believe can be a sticker shock, if you’re not prepared for it. I also enjoyed catching up with Deep Ratna Srivastav, Michelle Feinstein, Dr. Jordan A. Hutchison, Rianka Dorsainvil, CFP?, Diana Cabrices, Nitesh Verma. Until next time, Vegas Next stop: Nyc for BNY, Clt for Money Management Institute and Wells Fargo
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Assetlink is the perfect solution for asset managers looking to save time, increase efficiency, and grow their AUM. Visit assetlink.ai to get started.
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Our CEO, Devon Drew, will be speaking at Financial Planning's upcoming Advise AI conference on October 9-10 in Las Vegas! It's the only wealth management event 100% focused on AI and its uses.
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This week, investors are eagerly awaiting the U.S. inflation data for September, especially after the stronger-than-expected jobs report from Friday. This report reassured investors who were worried about the economy weakening. Additionally, the Federal Reserve is set to publish the minutes of its September meeting, earnings season is beginning, and oil prices are expected to remain volatile due to increased geopolitical tensions. Here's a look at what's happening in markets this week.
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Investors will receive insights into the potential size of the next Federal Reserve rate cut this week as the latest US jobs report is released and Fed Chair Jerome Powell speaks. This comes as the final quarter of a turbulent year in the markets gets underway. Here's a look at what's happening in markets this week.
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Investors will closely watch a key measure of inflation and appearances by several Federal Reserve officials following last week’s significant rate cut. PMI data will provide fresh insights into the strength of the global economy, and gold prices are expected to continue their record rally. Here's a look at what's happening in markets this week.
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Building strong, lasting relationships with your clients is more important than ever. As data becomes more and more available, knowing where to begin can be challenging. It is at this point that Customer Relationship Intelligence (CRI) becomes important. Through CRI, you will be able to leverage data and technology to gain a deeper understanding of your clients' needs, goals, and preferences. This information can then be used to personalize your interactions with your clients, provide them with more relevant advice, and ultimately build stronger relationships.
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How do you effectively create a sales enablement tool? Our CEO, Devon Drew explains in this video.