FactSet Intelligent Prospecting

Prospecting and client monitoring can be a rather strenuous, unstructured task for experienced advisors and wealth managers. With real-time alerts, AI-derived content from Aidentified, and flexible deployment options, FactSet's Intelligent Prospecting & Monitoring solution makes it easy to win more business and strengthen client relationships.
This solution continues to evolve with new functionality. Contact us for a demo of the latest enhancements.

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