Drifting on Currents is Fun. Generating Currents is Better!

By now you’ve heard about and probably tried generative AI and chatbots like ChatGPT and Bard, which are soaring in popularity. Businesses from grocery delivery to biotech are getting swept up in it — perhaps you’ve been notified by your service providers and subscriber platforms that they’re now trying to spin this new tech into their present offerings. Well, WEALTHAWK hatched in that space.

From our inception we harnessed the power of inference and language models to build an advanced platform for financial advisors, making it integral to our value proposition. This means our solutions are seamless and robust, but it also demonstrates our prescience, vision and deep enthusiasm for and aptitude with technology.

The financial services industry has historically lagged behind other industries’ adoption of advanced tech, but we’re changing all that.

Our proprietary algorithms do the work of hundreds of analysts in seconds by sifting enormous amounts of data to detect people who need immediate financial advice due to a seismic shift in their life circumstances. These shifts come in the form of company sales, IPOs, executive compensation…even divorce. And we provide details on these people and their liquidity events so financial advisors can craft customized messages relevant to their specific circumstances. In fact, we’re developing automated content creation tools to help with that.

Automating tedious and time-consuming tasks like prospect identification and engagement frees financial advisors to do more creative and human-centered work. We believe people are happier engaged with one another, not with data, so we deploy algorithms that facilitate that happiness.

Come Hunt With Us!