Introducing responsible AI that leverages personality to make financial services communication more impactful through deeper client relationships, longer asset retention, and better client outcomes.
This in turn is critical to building a stronger brand and all that entails—sales, persistency, better outcomes. Leveraging personality data, personas and generative AI developments, we were able to demonstrate that we could help firms better personalize their communication in a scalable way to deepen relationships with clients and the idea for totumai was born."We believe that our deep and long experience in financial services has shown that personalizing communications is critical to building engagement with clients."
When you visit our website, it may store information through your browser from specific services, usually in the form of cookies. Here you can change your Privacy preferences. It is worth noting that blocking some types of cookies may impact your experience on our website and the services we are able to offer.
