The system aims to connect niche development, content strategy and prospect engagement within one workflow.
OneSeven, an Ohio-based US Securities and Exchange Commission (SEC), registered investment advisory firm, has launched AdvisorGrowth IQ, an artificial intelligence (AI)-powered financial adviser growth and marketing engine. OneSeven selected Aim Digital Advantage and Finny as the core anchors of AdvisorGrowth IQ The product is aimed at helping advisers build a more scalable prospecting process and increase opportunities to engage qualified prospective clients. The service combines financial