Polaris Digital Advisor Connection is an automated wealth management and cognitive analytics platform that integrates seamlessly into your retail bank's existing product and service ecosystem. With Digital Advisor Connection, you're able to provide professional wealth management to all of your clients, capture and grow your next generation of investors, and gain a more holistic understanding of your clients' financial priorities and life event goals.
Polaris Digital Advisor Connection also securely collects, analyzes, and distributes a vast amount of client data to your financial institution, allowing for better client understanding & targeted sales opportunities.
Polaris Digital Advisor Connection also securely collects, analyzes, and distributes a vast amount of client data to your financial institution, allowing for better client understanding & targeted sales opportunities.
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