Betterworth is a platform designed to allow advisors & clients to have more productive & engaging relationships
Betterworth wants to make financial planning an easier, smarter and better process for clients and advisors alike
The average financial advisor has around 400 clients. We help you better understand each one of them
We help financial advisors create long and trustworthy client relationships through deep understanding by leveraging cognitive science and artificial intelligence
Who are we?
Betterworth is a cognitive AI platform designed for the financial services industry
Who are our customers?
Our platform is designed for financial advisors. We make the initial and ongoing relationship between institutions and clients impactful
When is it available?
Please click here to be notified when the beta release is available
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A JD Power study found that 87% of consumers are interested in financial advice, but only 33% of these consumers have their financial needs met. Some say that’s a big problem, but we see a big opportunity. Our AI platform enables financial institutions, through their advisors, to provide personalized interactions…