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Press media
Wealthype’s AI framework for RIS: transparency and compliance redefine...
13 October 2025
Blog
,
Data Science As Service
,
Digital Marketing
With AI, the advisor becomes the director of a better advisory experie...
8 October 2025
Blog
,
Data Science As Service
,
Digital Marketing
RIS: from obligation to opportunity with AI
22 September 2025
Blog
,
Data Science As Service
,
Digital Marketing
Plan_ai by Wealthype: the smart ally for financial advisory
9 September 2025
Blog
,
Data Science As Service
,
Digital Marketing
Consulting in RIS’s time
4 February 2025
Blog
,
Data Science As Service
,
Digital Marketing
Measuring the client’s financial well-being
19 December 2024
Blog
,
Data Science As Service
,
Digital Marketing
Insurance: a strategy to convince clients to protect themselves
3 December 2024
Blog
,
Data Science As Service
,
Digital Marketing
Talk AI – Active dialogue with the client
26 November 2024
Blog
,
Data Science As Service
,
Digital Marketing
Plan ai – Prospect module
18 November 2024
Blog
,
Data Science As Service
,
Digital Marketing
Plan ai – Planning the client’s financial future
12 November 2024
Blog
,
Data Science As Service
,
Digital Marketing
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