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Practice Insights offers a complete set of products built and designed to solve complex problems & opportunities in the wealth management industry. Each product has a specific goal and leverages the company's data to achieve outstanding results.
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Practice Insights complete set of products: Increase Wallet Share, Investors Retention, AI Sales Campaigns, Advisors Enhancement and Advisors Retention
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Our solution enables advisors to engage with their clients at a more personal level using the power of predictive analytics and machine learning. These actions to engage investors are powered by the data and insights only Fligoo can deliver.
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Practice Insights is a technology-powered enterprise AI solution that provides financial advisors and their managers with customized and intelligent solutions to help them retain and engage investors.
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Enhance customer journey with AI-generated recommendations and insights based on Advisor and Investor Loyalty, Potential, and Satisfaction
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Practice Insights presents a highly-scalable and highly-reliable architecture that ensures the consistent, reliable, and secure execution of workloads.
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Practice Insights integrates with Customer Relationship Management platforms through their partner programs and API integrations tools.
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Practice Insights AI integrates completely with your existing wealth management platforms and systems via APIs.
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Driving value for customers through innovative integrations developed in collaboration between Fligoo and world-class technology companies.
Product Description
About this Product
We help advisors to engage with their clients more personally using the power of predictive analytics and AI:
- Increase Wallet Share: Segment the book of business to close as many leads as possible and to focus on existing clients with the highest likelihood of increased wallet share.
- Investors Retention: Measures loyalty, satisfaction and performance of clients and makes it easy to take actions that maximize CLTV.
- Advisors Retention: Know which advisors are going to leave your firm with more than 90 days of anticipation
About Fligoo
Fligoo is the largest Enterprise AI Company and developer of Enterprise AI-enabled software, Fligoo Sharp AI™, which powers hyper-specific applications across financial services aimed at increasing revenue from customers while reducing churn. Fligoo is an emerging leader in wealth management technology, and operating in financial end markets like, insurance, banking, & telecommunications with clients in the U.S. and Brazil.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.