Flexible, AI-driven technology platform to integrate insurance and investments
Advisor360°, a leading provider of integrated technology for wealth management firms, is pleased to announce that U.S. life insurance provider and registered broker-dealer Allstate Financial Services, LLC has selected Advisor360° as the provider of its new, AI-driven wealth management technology platform. The new platform will unify insurance and investment product portfolios into a modern and intuitive digital experience for Allstate customers and employees.
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“We’re committed to delivering modern technology solutions that are a win,” said Mike Fanning, CEO, Advisor360°.
With Advisor360°, personal financial representatives for Allstate Financial Services, LLC will gain household-level views across brokerage, advisory, insurance products, and other important customer data. They will be able to analyze their book of business through dashboards and insights, including in-force policies and next-best actions.
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“Advisor360° offers an excellent solution for uniting our insurance and investment offerings and data in a way that allows our Personal Financial Representatives to offer holistic, high-quality advice at scale,” said Scott Delaney, CEO of Allstate Financial Services, LLC. “With Advisor360°, we found a partner that understands financial professionals, agents and customers, while also offering them leading-edge innovation in ‘wealthtech’ – helping us to grow and protect more people in more ways.”
“We’re thrilled that Allstate Financial Services, LLC has entrusted Advisor360° and our flexible and AI-powered platform to support its growing organization,” said Mike Fanning, CEO, Advisor360°. “We’re committed to delivering modern technology solutions that are a win for them. It’s our core belief that better workflows and streamlined operations will mean improved efficiency and better outcomes for customers, agents, financial professionals, and employees.”
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Allstate Financial Services, LLC will also benefit from AI-powered workflows, including Advisor360°’s award-winning digital onboarding capabilities, which can help to speed the time to open accounts, streamline home office operations, and boost efficiency.
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Source : businesswire