We provide financial services firms and their professionals with proprietary, science-backed client engagement tools, BeFi insights and timely content enabling personalization at scale.
The ability to deeply personalize each client interaction with maximum EFFICIENCY.
Atlas Point’s proprietary, innovative AI powered platform
allows you and your organization to deliver PERSONALIZATION AT SCALE.
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We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and open to meaningful and productive financial conversations.
“Atlas Point is the missing link to make the shift from a transactional relationship to an advisory relationship. There is no other set of tools that does this.”
Kevin Irhke, CFP®, Investment Insights
I want my clients to know that I care. When I reach out to my clients that I’ve had for 10-25 years and tell them I want to improve my communication skills with them by understanding their financial emotions, that gesture alone means a lot to them.
Rick Risley, CFP®
Atlas Point helps to keep emotions and numbers all in the same platform and I’ve never had a tool like this before.
Donna Kendrick, Financial Professional, Sephton Financial
Atlas Point takes complex academic research and makes it easy for financial professionals to apply in their business. This creates better conversations with individuals, which lead to better relationships. These better conversations and better relationships ultimately produce better outcomes for both the individual and the financial professional.
Individuals say that their Financial Professional does not know them or understand their unique preferences.
Financial Professionals say differentiating and articulating the value of full-service financial advice is growing harder.
Enterprise are looking for ways to grow organically, personalize the client experience, capture the next generation and diverse segments.
of Atlas Point users report having more effective client conversations
of investors are willing to share more information to have a personalized experience
increase in AUM from asset consolidation is the average for experienced Atlas Point users
of affluent Americans want a personalized digital financial experience
