Virtual Platform + AI Integration

Our journey to establish a virtual platform was really driven by the decision to provide best-in-class service to our clients. When the firm first started, like most investment firms, 90% of our clients were within a 50-mile radius of our home office. As our clients began to move to open additional offices and expand into different states, they wanted to retain our team.   

With all of the easy-to-use video conferencing tools like FaceTime, Webex, Zoom, and Teams, we realized that we were able to continue to conduct meetings with our clients and their employees as if they were still sitting across the table from us. The experience was so positive for our clients that we decided to develop a formal virtual platform to enable us to work with clients all over the United States.

We are currently integrating dynamic AI into our client-facing solutions, which allows us to cut costs and pass on the savings to our clients.