a shot across the bow of a number of wealthtech startups building on AI / NLP for importing client statements.
@NitrogenWealth announces AI Statement Capture
@VRGLwealth@fpalpha
Fin Capital congratulates @VRGLwealth on their latest strategic funding round! 🚀
We're excited to continue supporting Josh Smith and the entire team in streamlining the investment proposal process. And we're glad to participate alongside FINTOP Capital, MissionOG, Northwestern Mutual, and Flyover Capital.
Check out the full release here: https://t.co/LlOTWIBuqw
📣 New Partnership! Learn about the new integration between @VRGLwealth + @Wealthbox that simplifies investment proposals. Learn more 👉 https://t.co/m3Yh5Lgm0G
Wealthbox is going “animal-style.” Following our integration announcement today with @VRGLwealth , we’re delighted to further partner with them at @FutureProof_HQ by co-sponsoring the In-N-Out Burger food truck! 🍔
Attention financial advisors!
Ready to learn how AI can transform your practice?
Join us for the #WealthAI Summit featuring leading software vendors Vise, @_FPAlpha, @Pulse360, and @VRGLwealth.
Register now 👉🏼 https://t.co/clsOoYJBIe
#fintwit
On this episode of the SHIFT Show, Josh Smith joins @Ross__Marino to discuss what makes @VRGLwealth so powerful. Listen in to find out why clients are telling advisors, "No one has ever talked to me about this before!" Link to listen in the comments 👇
Fast fact: 73% of clients between 25-44 prefer to consolidate their wealth and banking into just one relationship. Can you meet that expectation?
Join VRGL & @caribou_wealth to learn what you need to know about growth through value-add services.
Sign up: https://t.co/6H4eKZpMHW
📣 One week away!
Join us and @caribou_wealth on June 26th to learn:
🤝 How to continually wow with personalized advice
⚡ Why value-add services create stickier relationships
⏩ What strategies you can use to accelerate organic growth
Sign up: https://t.co/6H4eKZpMHW
Clients want "more" than ever - and when you have the right #WealthTech, it's easy to give it to them.
Join us and @caribou_wealth on June 26 to learn:
➡️ What modern clients expect
➡️ How personalized advice improves relationships
Register here: https://t.co/6H4eKZpMHW
🚨 Last chance, Boston advisors 🚨
Join us tomorrow for a networking event with Nebo Wealth to enjoy some lobster rolls and drinks, and catch a fireside chat with VRGL and Nebo executives.
Space is limited, so RSVP now: https://t.co/EdhlsQUotu
ICYMI, we had some big news recently 📣
VRGL now integrates #RiskTolerance within our workflow.
Leverage a turnkey Risk Tolerance Questionnaire or craft fully bespoke risk assessments - the choice is yours!
Learn more: https://t.co/8he8XamDLX
Calling all Boston advisors!
Ready to crack the code for organic #clientacquisition?
We're teaming up with Nebo Wealth next week for a networking event and fireside chat as we discuss answers to your growth questions.
RSVP at the link: https://t.co/EdhlsQUWj2
Join us today for a webinar on VRGL's new Risk Tolerance capabilities!
Learn how it empowers advisors to assess client risk appetite and align it with investment strategies to achieve financial goals.
Register here: https://t.co/DNu6ZWkEik
We're here at the 52nd annual @FPANorCal Conference!
Stop by the Tech Lounge to say hi to our team and find out how VRGL can help accelerate client acquisition for your firm! 🚀
#FPANorCalConference
VRGL's Risk Tolerance capabilities empower advisors to build trust by tailoring investment strategies and allocations to unique risk profiles.
Join us as we explore how our new Risk Tolerance workflow can accelerate client acquisition.
RSVP here:
https://t.co/DNu6ZWkEik