Bolton Global Capital, has announced a strategic partnership with Wealth Management GPT, a pioneer in artificial intelligence, to provide Bolton’s advisor network with innovative generative AI tools for highly effective and personalized messaging as well as financial education.
This collaboration combines the expertise of both companies to offer a state-of-the-art AI solutions platform tailored for financial advisors, the release said.
The tool equips advisors with multi-language marketing capabilities, enhanced personalized communications, streamlined workflows, and efficient content generation. The platform enables advisors to generate content in 20 seconds or less, offering features such as case templates and the ability to create 500-word blogs instantly.
Additionally, it can analyze the context and purpose of advisor messaging to deliver a differentiated client value proposition. Bolton’s implementation of Wealth Management GPT has multi-language capabilities, with the ability to create AI-generated content in English, Spanish, and Portuguese – a feature that is exclusive to Bolton, to suit the needs of its international clientele.
“Our partnership with Wealth Management GPT provides financial advisors with unprecedented potential to better serve their clients and achieve a superior outcome. With its advanced capabilities and intuitive interface, this tool is set to be a game-changer” said Matt Beals, Bolton’s Chief Operating Officer.
Wealth Management GPT Founder Marc Butler added “We are ecstatic to be partnering with the Bolton team to deliver the power of Wealth Management GPT to their advisors and help them continue to enhance their industry leadership.”
This partnership marks a significant step forward in leveraging AI to enhance the efficiency and effectiveness of financial advisory services.
For Claudia Robledo