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Sofistic.AI announces its partnership with National Bank Financial
Sofistic.AI is now deployed across advisor teams at National Bank Financial – Wealth Management to support a holistic, technology-enabled advisory experience.
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· blogFrom Insights to Action: Turning Client Data into Revenue Opportunities
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.