Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr
WealthTech Today
3 months ago
Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr
The advisor-client matchmaking process is broken. Most firms still rely on cold outreach, mass lead-gen tactics, and outdated “Find an Advisor” tools that rarely convert. In this episode, Derek Notman, founder and CEO of Couplr, joins the show to explore how his platform is reimagining the experience with psychology-driven matching and how AI is reshaping […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
