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mallowstreet

Planning Tools | 4 Jun 25

13 questions for SOFI…and the AI answers

mallowstreet sees continued AI adoption needs in the advice industry, where those who do not conisder using such tools are likely to fall further behind in future.

Technology | 27 Sep 24

Mallowstreet launches AI tool built for wealth, asset managers to analyse meetings

‘SOFI’ helps clients save time, check messaging, improve delivery, monitor performance, capture questions


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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.