We provide financial services firms and their professionals with a proprietary, innovative AI powered platform that better personalizes and deepens human connections 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.
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.
Our Solutions:
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
Atlas Point’s Client BeFi Insights includes multiple client engagement surveys and segmentation tools. Try one of the surveys called Financial Virtues™.
We’ll talk through our platform based on the unique needs of your business, answer your questions, and discuss how other professionals are using Atlas Point solutions.
You can be up and running on our platform in minutes. We will help you gain more value through behavioral insights and create momentum for your business.
Los Angeles’ new real estate transfer tax went into effect on April 1, 2023. With more state and local governments likely to consider these new “mansion taxes,” it is likley to trigger many potential irrationalities in sellers. These can result in sellers selling too quickly or holding onto a property too long—both actions having the potential to negatively impact their long-term financial well-being. So, why might sellers behave this way? And, more importantly, what can Financial Professionals do to help their clients avoid an irrational decision that can devalue a client’s entire portfolio? We discuss three common irrationalities (and how to help your clients navigate them) below:
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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.
