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Wealth Management

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https://storyline.com/

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Solution introduction

Driving growth through personalized, A.I.-powered video analysis

Wealth Management Solutions
Storyline is revolutionizing how Wealth Advisors can leverage real-time, personalized, AI-powered videos to generate:

Real-time Reporting
Monthly, quarterly, YTD, annual Portfolio Reviews.

New Portfolio Proposals
Current v. New Portfolio Comparisons.

Team Performance Reviews
Advisor and team performance reviews.

Sales & marketing Performance
Campaigns, leads, pipeline and sales productivity.

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