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Fintech founders pair AI and client prospecting in new platform for financial advisors

Fintech founders pair AI and client prospecting in new platform for financial advisors
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Laks Srini , Soo Yung Cho , Kanishk Parashar , Bryant Chou , Nate Rodland , Jon Xu , David Meister , Real Capital Navigator ,

Introducing Powder — The Generative AI Co-Pilot for Wealth Advisors That Streamlines Manual Sales Process To Deliver Immediate Value For Prospective Clients

Powder, the AI co-pilot that helps wealth advisors develop a clear implementation plan to win clients faster, today announced its public launch and pre-seed funding led by Elefund, with additional participation from Laks Srini (former co-founder and CTO of Zenefits), Bryant Chou (co-founder of Webflow), Jon Xu (former co-founder and CTO of FutureAdvisor, acquired by Blackrock), David Meister (Head of Enterprise Sales at Addepar), and others., , , , The entry point to the $100+ trillio. ....

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Introducing Powder -- The Generative AI Co-Pilot for Wealth Advisors That Streamlines Manual Sales Process To Deliver Immediate Value For Prospective Clients

/PRNewswire/ Powder, the AI co-pilot that helps wealth advisors develop a clear implementation plan to win clients faster, today announced its public launch. ....

Jon Xu , David Goerz , Bryant Chou , Nate Rodland , Michael Pompian , Kanishk Parashar , James Christopherson , Laks Srini , Enterprise Sales , Soo Yung Cho , Dominic Tully , Jeff Magder , Principal Engineer , Chief Investment Officer , Banking Amp Financial Services , Computer Amp Electronics , Financial Technology , Computer Software , New Products Amp Services ,