In an age where digital experiences are becoming the norm, clients expect more than just timely service; they expect relevance. The challenge? True personalization has traditionally relied on time-intensive human input. The solution? Artificial intelligence.
The wealth management industry is on the cusp of a generational shift. Over the next two decades, trillions of dollars are expected to transfer from Baby Boomers to Millennials and Gen Z, a transition that will redefine the client landscape for financial advisors and institutions alike.
We are thrilled to announce that Sofistic.AI has successfully achieved SOC 2 Type II certification, a major milestone that reinforces our dedication to the highest standards of security, availability, and data privacy.