Atlas Point Launches New Behavioral Insights Platform for Better Client Conversations

Charlotte, North Carolina--(Newsfile Corp. - September 1, 2022) - Atlas Point, a behavioral science and analytics platform specializing in providing insights for financial advisors, announced today the availability of a new program that encompasses client-ready surveys and actionable insights (e.g. predicting who is most worried about inflation and what type of financial education a client prefers). This allows financial advisors to call clients at the right time for a personalized...

2022-09-01 4:07 PM EDT