‘A big, big change’: Shadforth counts the time and cost savings of AI
AI-enabled capabilities developed by the Insignia Financial-owned MLC Expand platform are being rolled out across the Shadforth Financial Group in the early stages of the Insignia-owned licensee’s plan to double the number of clients it serves. The features are available to all advisers, and de-risk the process of producing fee consent forms and application forms based on the content of SOAs.
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