Sofistic.AI appoints Christopher Baron as Chief Executive Officer, Denis Gauthier transitions to Co-Chair of the Board, and Étienne Veilleux, previously Chairman, moves to Executive Chair.
Sofistic.AI is now deployed across advisor teams at National Bank Financial – Wealth Management to support a holistic, technology-enabled advisory experience.
Client balances, transactions, holdings, cash positions, and risk profiles are already available in most systems. Yet in practice, this information often remains fragmented, underused, or only reviewed during scheduled reporting cycles.
An in-depth guide for wealth management firms on identifying inactive clients, understanding the revenue risk they represent, and implementing proactive, signal-driven re-engagement strategies using AI and data.
This article explores what client data privacy means in the AI era, what advisors must disclose, how global regulations are evolving, and how firms can build privacy-forward AI governance frameworks.