Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside Refinitiv Workspace for Wealth Advisors.
Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a more-impactful digital customer engagement experience.
















