Founded in 2019, ClientInsights.ai is a technology company that provides an AI-powered software platform for the financial services industry. Its mission is to help financial advisors, wealth managers, and asset managers deepen client relationships and identify new opportunities by analyzing client data from various sources. The platform integrates with existing CRM systems to deliver actionable insights, helping firms increase client retention and AUM (Assets Under Management) by personalizing client engagement.

Founded in

Canada