Presented by
Eric Weiss
Personalization for Increased Client Conversion
About this talk
You got the referral, you sourced the lead. Now you have the opportunity to make the right first impression and bring prospects further into the sales funnel. Learn about where advisors can go wrong during this critical moment, and how technology, including AI and hyper-personalization, can empower financial advisors to convert more effectively and at scale. Grow your client base through higher conversion rates using actionable insights.
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Positivly is an AI-driven advice personalization platform designed to help financial advisors drive new client growth and deepen relationships with existing clients. We help advisors discover every client's unique financial personality, unlocking hyper-personalized proposals, advice, plans, and portfolios with no software integration required.